WEALTH MANAGEMENT STRATEGIES
At 7Band Financial Agency, we specialize in education to help you maximize your cash flow AND for designing and utilizing optimized, high cash value life insurance to meet tax free death benefit needs, while also serving to supplement and improve any financial portfolio. No matter where you are in your financial journey, we can help you identify potential gaps in your financial plan, understand how to create a solid financial base, and take it to the next level! We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our team consists of independent agents united by a goal to always put our client's needs and financial success ahead of our own. Not only will you find our team members knowledgeable and eager to help, but you will also discover that they truly care about doing what's right for YOU!
COMPLETE FINANCIAL STRATEGIES FOR SUCCESS
Strategies
Exploration
Concepts
Supplement Insurance
Insurance
learn more about our services
and how we can help you!
Fixed index annuities are insurance products that are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Any distributions are subject to ordinary income tax and, if taken prior to age 59 ½, an additional 10% federal tax.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Life Insurance Licenses:
Alabama #3002139793, Arkansas #18801459, Arizona #18801459, California #0M41345, Colorado #657408, Connecticut #18801459, Delaware #3002196972, Florida #W672882, Georgia #3353534, Hawaii #560308, Iowa #1881459, Idaho #72446, Illinois #18801459, Indiana #3564116, Kansas #18801459, Kentucky #DOI-1139217, Louisiana #901641, Massachusetts #18801459, Maryland #3001039539, Michigan #18801459, Minnesota #40722854, Missouri #3001112052, Montana #3001787549, North Carolina #18801459, New Hampshire #18801459, New Jersey #3000945937, New York #1657825, Nevada #3754115, Ohio #1358729, Oklahoma #3001281362, Oregon #18801459, Pennsylvania #990677, South Carolina #18801459, Tennessee #2498652, Texas #2538354, Utah #729082, Virginia #1181334, Vermont #3658060, Washington #1088722
© 2024 7BAND FINANCIAL AGENCY, LLC. ALL RIGHTS RESERVED.