tax free retirement

Are you ready to retire?

One of the pressing questions many ask themselves is when is the proper time to retire, how much should be saved and do they have in place the financial vehicles to assist them in properly preparing to walk away. A proper retirement income plan should include multiple sources of retirement income. At least one of those income sources should be non-taxable. This allows an individual to coordinate various retirement income streams to minimize the overall taxation of that income


James Brown Financial Services, Inc. has identified two key videos to assist you  in gaining insight into taxes and their influence on retirement and living benefits, which are the things you can enjoy while you are alive and well.


Indexed Universal Life Insurance: A Retirement Funding Option



Living Benefits


It's All About Patience:

“Patience is not an absence of action; rather it is timing. It waits on the right time to act."
- Fulton J. Sheen