Have you asked yourself how much money will you need when you retire and for how long to enjoy the retirement lifestyle you desire? Ever feel like a financial planner was pushing you to a product that was a benefit to them- at your expense? I am here to help you reach YOUR financial goals. You deserve more than to be just treated like another transaction.
I absolutely love the process of working with my clients, and being a part of your future! You are unique, and so are your financial goals. Rather than "paint by numbers" with your financial plan, I take a creative approach to go outside the box. Bonnie took the time to REALLY listen to me, my needs, my concerns, my goals and help me find the right solutions for me.
She had my best interest in mind; not her's. Bonnie Clark took the time to make things simple to understand and educate me financially. I have a clearer picture of how to make smart decisions for a better financial future. I highly recommend Bonnie Clark's services. My husband and I went to Bonnie Clark at Kratos Financial & Insurance Solutions for some financial planning on a better way to save.
I absolutely love the process of working with my clients, and being a part of your future! You are unique, and so are your financial goals. Rather than "paint by numbers" with your financial plan, I take a creative approach to go outside the box. Bonnie took the time to REALLY listen to me, my needs, my concerns, my goals and help me find the right solutions for me.
She had my best interest in mind; not her's. Bonnie Clark took the time to make things simple to understand and educate me financially. I have a clearer picture of how to make smart decisions for a better financial future. I highly recommend Bonnie Clark's services. My husband and I went to Bonnie Clark at Kratos Financial & Insurance Solutions for some financial planning on a better way to save.
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It was an unexpected blessing and perfect start of an excellent year.
As a retirement planner and infinite banking specialist, I help my clients achieve financial security.
I am a licensed life insurance agent with licenses in CA, HI, AZ, CO, VA, NC, TX, IL, and FL.
Always striving to be the best financial planner in Temecula CA, my goal is to help small business owners and their families take control of their own financial future and have a retirement they can rely on while giving them the most liquidity, use, and control today.
As a retirement planner and infinite banking specialist, I help my clients achieve financial security.
I am a licensed life insurance agent with licenses in CA, HI, AZ, CO, VA, NC, TX, IL, and FL.
Always striving to be the best financial planner in Temecula CA, my goal is to help small business owners and their families take control of their own financial future and have a retirement they can rely on while giving them the most liquidity, use, and control today.
In my financial practice I have seen too many parents fund their child's college tuition at the expense of their retirement.
This is a costly mistake.
College planning is a sequential process and some of the most effective strategies for maximum college funding must be done at least 18 months before college starts.
Institutions have a very definite business approach when it comes to offering admission and funding to a prospective student.
For example, a college or university will typically offer admission to three (3) times as many students as they need.
This is a costly mistake.
College planning is a sequential process and some of the most effective strategies for maximum college funding must be done at least 18 months before college starts.
Institutions have a very definite business approach when it comes to offering admission and funding to a prospective student.
For example, a college or university will typically offer admission to three (3) times as many students as they need.
A very important goal for many families today is a Return OF Principle, even greater than a Return ON Principle.
Many of those families are pulling out of the market and putting money into CDs.
Our solution allows your interest to grow your money on a tax-deferred basis, unlike CDs, get a competitive rate of return, and avoid market loss.
Safety of principal is very important in retirement but so is the need to produce a predictable lifetime of income.
Life expectancies are on the rise!
This means for many workers retirement will now last 20 to 30 years or more.
Many of those families are pulling out of the market and putting money into CDs.
Our solution allows your interest to grow your money on a tax-deferred basis, unlike CDs, get a competitive rate of return, and avoid market loss.
Safety of principal is very important in retirement but so is the need to produce a predictable lifetime of income.
Life expectancies are on the rise!
This means for many workers retirement will now last 20 to 30 years or more.
7 out of 10 Americans will suffer a stroke, coronary event or get invasive cancer and survive.
Are you financially prepared to maintain your lifestyle if that happens to you even if you have good health insurance?.
7 out of 10 Americans will be diagnosed with a heart attack, stroke, or cancer before age 65.
Below is an example of a young woman who was glad she had the new, more valuable type of life insurance that helped her and her family when she needed it the most.
Life insurance she didn't have to die to use! Young people need life insurance too.
Are you financially prepared to maintain your lifestyle if that happens to you even if you have good health insurance?.
7 out of 10 Americans will be diagnosed with a heart attack, stroke, or cancer before age 65.
Below is an example of a young woman who was glad she had the new, more valuable type of life insurance that helped her and her family when she needed it the most.
Life insurance she didn't have to die to use! Young people need life insurance too.
If you had a major health issue such as a heart attack, stroke, or cancer and DIDN'T die but were unable to work for several months, a year, or more, would that have a devastating impact on your household?
Seven out of ten Americans will have experienced a heart attack, stroke, or cancer by the age of 65.
If something happened to you, would you want your family to be able to stay in your home and continue the lifestyle you currently afford them?
The old, outdated kind of life insurance only pays your loved ones once you are gone.
Seven out of ten Americans will have experienced a heart attack, stroke, or cancer by the age of 65.
If something happened to you, would you want your family to be able to stay in your home and continue the lifestyle you currently afford them?
The old, outdated kind of life insurance only pays your loved ones once you are gone.
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