Times are changing, and financial planning is changing, as well. People should take advantage of change when possible. The first step is understanding your options.
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IMPORTANT NEW WEB SITE! We have added a VERY important new web site (left green margin). It's called the "Biweekly Mortgage and Loan Payment Program." It's no secret that the largest monthly expense most of us have is our house payment, and we can help you save THOUSANDS of dollars and cut YEARS off your payment time WITHOUT REFINANCING! Take a little time to see how this very effective new program can work on your OWN mortgage (or on any other large loan).
And, if you don't have the time to read about it, we have two great new 7-minute videos to explain the Preferred Biweekly Program available online. If you can, you should read the information about it on this web site. But, if you just don't have time, go to
www.biweeklypro.net (click link) and watch BOTH of the videos. The program is very flexible and affordable. We will also do a computer illustration for your mortgage. We'll gladly visit with you in our office or in your home.
And, in that regard, if you are looking for an UNLIMITED OPPORTUNITY in providing these programs to others, just click on "Career Opportunities" (left green margin) and see what we have to offer. A lot of people today could use an extra $1,000 (or more) every month. How about you? If you are serious, we would like to visit with you! Read the material and give me a call. There's no obligation.
WOULD YOU LIKE TO BUY, REFINANCE OR REMODEL a home in Wyoming? Read the information under "Wyoming Mortgage Insider" (left green margin) and spend a few minutes to learn about all of the many important new benefits available. You can save hundreds of dollars (up to $1,200 or more!) in total loan costs, and you will save time getting an affordable home loan closed quickly. We specialize in working with healthcare professionals statewide for home and commercial loans.
(( As a matter of fact, we are quickly becoming known as ))
(( the healthcare profession's "Loan Advisory Specialists!" ))
For example, we can help you select the RIGHT mortgage for your particular needs, and also provide Mortgage Payment Insurance (in Wyoming only) to help make the payments in event of death or temporary income loss. Take just five minutes and watch our new video at
www.webprez.com/3625/34 (click link). If your family depends on YOU to make the mortgage payments, we can help guarantee THEIR future financial security. We should get together soon and talk about it.
More information is available under "Are You Buying A Home?" (left green margin).
Many of our clients are residential property investors, and we take pride in helping them succeed. With many changes in lending requirements, as well as a number of new mortgage programs available, our services have become VERY important. For example, we specialize in real estate tax accounting. We've been in business since 1962. We keep up on tax law changes, and we can keep you informed, too. Our goal is to provide important financial services you can't find anywhere else.
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WE ALSO WANT TO REMIND YOU that there are over 75 excellent articles covering various financial topics on our web site. We revise and update them regularly. They can be printed, and you can also forward them to others via email. To view them, click on "Articles" (upper right in green).
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MORE IMPORTANT CHANGES FOR 2010...
Due to a number of changes in Medicare and with new Health Care Reform, beginning in June of 2010, many seniors who file claims for reimbursement may see less being paid by both Medicare and "Medicare Advantage" plans, with more being required of clients. This will continue in 2011, and it's VERY important for you to keep your senior health insurance up to date. More information can be found (left margin) under "Senior Health Insurance."
WE'VE ALSO CHANGED OUR "FOCUS"...We will concentrate on providing tax accounting, quality HEALTH INSURANCE for people over age 65, retirement planning, estate planning, wealth transfer, and in helping more Wyoming clients KEEP THEIR MONEY SAFE! We have access to an excellent team of experienced CPA's and attorneys who can help all of us make the planning process effective and affordable. If you have questions, give us a call.
In addition to important information on topics in the left margin, we've also provided a number of helpful articles on topics such as real estate, mortgages and notes, life insurance and fixed annuities, finance and taxes, important timely retirement tips, college funding information, and a great deal more. They're available by clicking on Articles (above). New articles are added frequently and they are up-dated as we receive new information.
Don't forget to read our current Newsletters ("scroll down" to the bottom of this page). Just click on a title, and it will appear immediately. You can also select a category from the list available. There are more than fifty different newsletters available. We update these newsletters frequently. Our goal is to keep them both informative and accurate. The information is reviewed and checked for accuracy, and is believed to be reliable.
These Articles and Newsletters can be printed and saved, and you can also e-mail them to others. We believe this "enhanced feature" makes it easier for you to make better decisions and you can also share this very important information with loved ones and other financial advisors. The information (left, under "About Us," "Request A Quote," and "Other Resources") CAN be PRINTED, but they can NOT be sent to others by e-mail.
For more current information on any topic not listed in Articles (above), just complete an Information Request (see "Contact Us" above) and e-mail it to us. If we have the information it will be mailed promptly.
You will also like our easy-to-use Financial Calculators (above) which help eliminate a great deal of guesswork. The information generated by these calculators CAN be printed, but CANNOT be e-mailed to anyone outside our firm. Your information is ALWAYS kept confidential! We will NOT sell your information, nor will we share it without your permission.
We'll also be glad to provide a FREE timely quote on any of our products or services, and explain them in greater detail. Look under Request A Quote (left margin), or call us in Casper at 235-1069. Outside of Casper, call us TOLL-FREE at 1-888-346-2630. Or, feel free to e-mail your request anytime by sending us a Response Form (see "Contact Us"above).
The primary purpose of our new website is to make you more aware of the availability of many important financial services....with a strong emphasis on retirement INCOME planning. In that regard, we also offer small business pension plans, as well as fixed annuities and life insurance. Our main goal is to do everything possible to help KEEP YOUR MONEY SAFE!
We're licensed in Wyoming only for the insurance products mentioned. We "specialize" in working with established small business firms and medical professionals. We have been in the financial services profession since 1962....and we take pride in providing QUALITY timely service to the MOST IMPORTANT people to be found in America.....OUR CLIENTS!