Expertise
Personal and Family Solutions
Protection:
Life Insurance
Term Insurance
Whole Life Insurance
Custom Whole Life Insurance
Variable Universal Life Insurance*
Universal Life Insurance
Employee Whole Life Insurance
Employee Term Insurance
*Securities offered through NYLIFE Securities LLC, member FINRA/SIPC a Licensed Insurance Agency
Disability Insurance
Individual Disability Insurance
Employee Disability Insurance
Long-Term Care Insurance
Accumulation
401(k)
IRA
Roth IRA
Simple IRA
SEP IRA
Annuities
Fixed
Lifetime Income
Variable Deferred
College Funding
Macro Balance Strategy (tax risk and tax mix)
Supplemental Retirement Income Concepts
Preservation
Age 50 – Catch-Up Contributions to Qualified Plans
Age 59 ½ – Penalty-Free Withdrawals from Tax-Deferred Assets
Age 67 – Full Social Security Retirement Benefits
Age 73 – Required Minimum Distributions (RMDs)
Age ? – Leave a Legacy
Retirement Income
Leaving a Legacy
Charitable Giving
Business Solutions
Company Owned Life Insurance (COLI)
Executive Benefits
Succession Strategies
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation
Bank-Owned Life Insurance
Let's talk
Phone: 727-744-9803
Fax: 954-772-5200
mtclary@theonefamilyfinancial.com
Let's Meet
1300 Concord Terrace
5th Floor
Sunrise, FL 33323