Mike Stone, Clu® Email & Phone Number

Since 1989 I have helped thousands of business owners and families protect what is most important them. I build trust and relationships by always putting clients first. I help clients retire and stay retired by setting up guaranteed lifetime incomes they cannot outlive. I show business owners how to retire with a tax free income and get a tax deduction for their business while funding the plan. Plans are guaranteed to never lose money due to market risk because they go up with the market but never go down. This means you get upside potential with NO downside risk. The plan allows the business owner to pick and choose who is covered under the plan. I also help business clients protect their business in the event of the death of an owner or key employee.I help families keep their homes when the breadwinner dies by paying off their mortgages and providing financial support when it is needed most. In addition, I make sure clients are protected when a catastrophic or chronic illness strikes such as a heart attack, stroke or cancer. In the event of a death, disability or critical illness, we make sure there is money to take care of our client and or their family. My mission is to protect my clients business, retirement and family by making sure there is enough money to provide a future that is financially stress and worry free.

Listed skills include Fixed Annuities, Retirement, 401K, Hybrid Annuities, and 8 others.