SIMPLY BRINGING AWARENESS TO OUR CLIENTS

Finney & Associates

Financial Advisory Services Helping Young People Safely Secure and Protect Their Retirement Dollars and Older Folks To Keep Theirs...

The Wall Street Alternative

     For Those Who Are Tired Of "Risky" Business!

This is what Time magazine said - October 19, 2009

“The ugly truth, is that the 401(k) is a lousy product, a financial flop, a rotten repository for our retirement reserves.  In what  must seem like a cruel joke to many, the accounts proved the most  dangerous for those closest to retirement. This isn’t how retirement was supposed to be.”


For current videos on the Risky Business of 401k plans and why you need an alternative for a safer option, click >>



•    NEVER Lost Your Principal or Gains and Grew Tax-Advantaged...

•    Earned Interest at a Competitive Rate of Return...

•    Has Paid Dividends For More Than 100 Years...

•    Allowed For Tax Favored or Tax-Free Distributions...

•    May Be Estate Tax Free...

•    Offered Liquidity, Use & Control for Personal & Business Needs...

•    Offered Disability Protection...

•    You Could Use as Collateral...

•    Has Guaranteed Loan Options...

•    Has Unstructured Loan Payments & Unlike Most Govt Plans, You Can Put Back        The Borrowed Money...

•    You Could Make Unlimited Contributions...

                                              is committed to educating and empowering our clients in a plan specific to their needs and goals, not just selling them a product.  We believe the key to True Personal Freedom has to include Financial Freedom, which starts with The Truth About How Your Money Really Works!  


     Remember the last time you saw a magnificent oak tree and thought, “Wow I would sure like one of those in my yard”.  When would have been the best time to plant such a tree?  Yes, 100 years ago.  When would be the next best time?  That’s Right!!  Today!!

The time tested strategies we incorporate will not give you large stock market like gains, however you will never incur a single loss to principle or gains while utilizing them.

Now go and see what all the BUZZ is about and why these “Risk Free” strategies are becoming so popular by meandering over to the Life Assurance page.

This Is The Wall Street Alternative

When Would You Want To Know?

Finney & Associates

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Understanding the markets is a daunting task and can seem like Smoke & Mirrors at times as Money is complicated and as you know the American Dollar is not worth today what is once was in 1980. Since becoming unhinged from the Gold Standard, it continues to lose value so it is important to understand that just because your apparent stock market price may be higher than ever, taking more than 10 years to get back the losses it incurred in the last downturn (the lost decade), it is possible it will not buy you what it did even in 2007.  


    What if there was place to save your dollars that unlike all other accounts which shrink when you take money from them, continued to grow, even though you have borrowed against it?  Utilizing a properly constructed Life Insurance Contract allows compounding of your Principle and Interest to grow UNINTERRUPTED, while offering benefits no other account can. What if you could borrow money anytime you wish while never again worrying about qualifying for the money you need? What if there were a place where you could deposit your Hard Earned Retirement & Savings Dollars into that: