Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

YOUR DREAMS MATTER

At Ilgenfritz Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a calculated strategy using a variety of insurance products and services to help you manage your financial needs and concerns.

Service – Oriented Financial Planning

Financial planning is an ongoing process that requires monitoring and constant updating. You may not think you require a comprehensive financial plan, but Ilgenfritz Financial Group can show you the advantages of implementing a financial strategy for your future.

Income Streams to Last a Lifetime

After you retire, you should consider if other income streams, aside from your pension or social security, are necessary. Allow Ilgenfritz Financial to help identify your financial needs.

Optimizing Your Investment

By using index annuities, you will be offered a tax deferral and guaranteed interest. Your money will earn interest based on the average gain in the index. By using this strategy, your principal and interest are guaranteed.

Medicare Options

If you’re over 65, we’ll help you shop for different Medicare and Medicare Supplement options to ensure you have proper access to the prescriptions and doctors offices you need to stay healthy.

Social Security Taxes

If you receive social security, you may end up paying tax on 85% of your benefits. Don’t put yourself in this situation. Our tax firm can advise you on strategies to stay below the taxable thresholds and manage your other retirement income sources.

Strategies to Reduce Your Taxes

We can help you reduce your total taxes in the future if you have the following assets:

  • Interest earned on CD’s
  • Interest and dividends on other investments (mutual fund, etc.)
  • Capital gains (you can still have a capital gain even if you’ve lost money)

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.