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Elite Life Services

Financial Consulting Inkom
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Address
435 E Maysi Street Map
Place
Route Inkom, ID   83245  
Address
435 E Maysi Street, Inkom, ID 83245
Landline
(208) 254-5074
Closed today
E-Mail
holly@eliteretirementstrategies.com
Website
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Description

Welcome To Elite Retirement Strategies When it comes to creating an income plan, maximizing your estate, and protecting your assets, you need help navigating the options. Elite Retirement Strategies is your premier choice when it comes to financial guidance and estate planning. We do our best to give our clients peace of mind as they choose retirement. Make the best decisions for you and your family. Choose our team to bring you the future you deserve. 401K ALTERNATIVES Are you ready for retirement? Without an action plan and a healthy amount of savings, you could find yourself running out of money. Instead of relying solely on a 401(k), you can find reliable alternatives to keep you comfortable for decades to come. For those of you who own your own businesses, what will you do when it’s time to pass the torch? Our team has options, and we help you choose the best one for your unique situation. Reach out to Elite Retirement Strategies today to learn more.

Elite Life Services can be found at 435 E Maysi Street . The following is offered: Financial Consulting . In Inkom there are 1 other Financial Consulting. An overview can be found here.

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Products And Services

  • Retirement Income

    Many hardworking employees and entrepreneurs dream of the day they’ll get to trade in their ties for golf shirts, but for some, this vision seems unattainable. Creating a proper income plan to carry you through the end of your days, even while retired, is more important now than ever. These days, people are living much longer than they used to. While that is great news, it can be scary to those who don’t have enough money to sustain them for another 30 years. We understand this concern, and as a result, our top priority is income planning. We work tirelessly to help our clients commit to a strong income plan that is guaranteed to last as long as they do. These plans are always designed to withstand the test of time — regardless of how many years our clients have left. While an income plan is the most vital portion of retirement, the second most important is peace of mind. Allow our team to help you create an income strategy you won’t outlive. We want to help you enjoy retirement with both certainty and confidence in your income. Contact Elite Retirement Strategies now to get started.

    Link: Retirement Income

  • Asset Protection

    Most people who are ready to retire have spent the better part of 40 years or longer saving for the right moment. After you’ve finished accumulating funds, it’s time to turn your attention towards preserving them. That doesn’t mean it’s time to stop growing your account, however. Instead, we help our clients make choices that allow them to receive a reasonable rate of return throughout the entirety of their retirement. The difference is, we do it all without loss — guaranteed. Warren Buffett’s number one rule to investing is to never lose money. His second rule? Never forget the first rule. With that said, Elite Retirement Strategies takes the Warren Buffett approach to wealth management. We specialize in helping our clients make asset preservation and protection their number one priority. Market declines can be devastating to a portfolio and it can be extremely challenging to rebuild an account. We believe that the best way to make money is to keep it. Most retirees don’t have the time to alter their portfolios to earn back any significant losses, nor do they have the funds to get the dramatic returns they need. With Elite Retirement Strategies, you can learn how to achieve a reasonable rate of return without ever subjecting your retirement account to loss. We guarantee it. Contact our team today to get started. Prepare for the future by protecting your assets today. Call now.

    Link: Asset Protection

  • Estate Maximization

    Who will provide for your family once you’re gone? Will your grandchildren be able to afford college, their weddings, or their first house? Like most of our clients, your goal is to leave a legacy behind for your children and grandchildren. We know this is usually easier said than done, so ask for help. In order to maximize your estate and set your family up for success, speak with a professional. With Elite Retirement Strategies, we help you determine Where you would like your assets to go after you pass away Any potential tax liabilities and how to account for them The best opportunities to leverage the value of your estate. Estate laws are constantly adjusting. Make sure you have someone on your side who can help. We teach you to protect and transfer your assets as necessary, without worry of additional taxes and fees. It is our mission to remain up to date on the current laws and processes in order to advise you on the best course of action for your specific needs. Please reach out to us today to schedule a one-on-one estate planning consultation. We guide you through the planning process and inform you of all you need to know in order to make the best choices for your family and future.

    Link: Estate Maximization

  • Qualified Plan Rollovers

    Whether you are switching to a new job or making the choice to retire, this transition time can be stressful if you aren’t prepared. Fortunately, our team works with people in these same situations every day. Whether you hope to take control of an employer-sponsored plan or need help moving your money from one plan to another, we can help. Elite Retirement Strategies offers a simple approach to plan rollovers, so reach out to us now. We can help you with your qualified plan needs and questions. What can you do with the money in your employer-sponsored retirement plan? You can: Leave the money where it is Take the money out of the account and pay the appropriate taxes Transfer funds elsewhere as allowed Rollover the money to a self-directed IRA. Which option will work best for you? Find out by giving us a call. Our experts closely examine your current financial situation to help you determine whether a rollover is the right move for you. Reach out to us today to schedule your appointment and discuss your options. The team at Elite Retirement Strategies looks forward to serving you and setting you up for long-term financial success.

    Link: Qualified Plan Rollovers

  • Life Insurance

    Would your family be able to go on without your help after you pass away? For many of our clients, the answer is no. Preparing for an unexpected death is the smart way to ensure your family members are well-taken care of when you are gone. Keep your relatives safe and secure by reaching out to us now for a free life insurance consultation. Even those with an existing policy can have their plan assessed to make sure they are paying the lowest possible rates. All plans are generally placed into one of two categories: term and permanent. Term Insurance Term insurance was designed to offer protection for a set period of time and pays a specified amount to your beneficiary as long as you pass away within that time period. The price of the premium does not change over the duration of the policy. Permanent Insurance Permanent life insurance does not need to be renewed, as it remains in effect as long as you continue to pay your premiums. Regardless of when you die, your family remains protected. Long-Term Care Insurance Some people are less worried about beneficiaries and more concerned about increasing medical bills during retirement. For seniors, the cost of medical care often accounts for a large portion of their income. If your retirement plan doesn’t account for your health care costs, reach out to our team. We would be happy to evaluate your financial situation and see if a long-term care insurance policy is the right choice for you. Plan for the unexpected with Elite Retirement Strategies. Call now for your free consultation.

    Link: Life Insurance

  • IUL Benefits (Indexed Universal Life)

    Why choose an indexed universal life plan? No contribution limits No penalties from IRS or state for withdrawing money before age 59 ½ No withdrawal requirements No loan limits or repayment requirements When life doesn’t go as planned, you may need to borrow money from your traditional qualified plan. However, should you lose your job for any reason — including your employer going out of business — you are required to pay back the qualified loan immediately. Making the switch to a private plan means you have more control over how and when you pay yourself back. Any indexed universal life income is entirely tax-free. Even the money you pass to your heirs is tax-free. Is a tax-free retirement possible? Yes. It’s all about where you place your retirement savings. While most people struggle to choose between a 401(k), Roth IRAs, SEPs, Simple IRAs, and other similar options, the distinction between each of these is in the tax codes. The alternatives to these accounts can keep you from paying a huge chunk of your savings in taxes. In fact, the 7701 tax code states that life insurance benefits to an individual are tax-exempt. With this opportunity, you can increase your fund accumulation without losing your income. Elite Retirement Strategies is happy to explain the benefits of an IUL account, as well as the ins and outs of retirement tax code, so don’t hesitate to reach out. We believe in setting up our clients for financial success and longevity. Give yourself the retirement funds you deserve. Call now.

    Link: IUL Benefits (Indexed Universal Life)

  • For Small Businesses

    For Small Businesses Success is all in the planning. When pushing your small business to reach its full potential, it is essential to plan for whatever comes your way. Allow Elite Retirement Strategies to provide your company with proper financial protection. Keyman Insurance Should a key person in your company die, the person’s worth to your business is covered under this insurance plan. The aim is to compensate the business for any major income the deceased person would have produced. Talk to our team to learn more. Group Life Insurance Give your employees the peace of mind they need by providing group life insurance. A single contract can cover each of your employees so they can feel confident in your protection of their families in the event of their passing. For those hoping to find a new way to incentivize employees while helping them feel more secure, it may be time to consider our executive bonus program. Executive Bonus Program Elite Retirement Strategies proudly offers an executive bonus program which allows businesses to offer their employees attractive and exciting benefits. Business Success Watch your business thrive as our program Offers an attractive compensation benefit package Provides tax benefits for the business Allows custom employee selection. With no IRS approval needed, it’s easy to implement and administer. Our bonus program isn’t just good for business — it’s also great for employees. Employee Success We’ve found our executive bonus program does the following for small business employees: Incentivizes and encourages Improves morale Gives control of their own policy The cash value of this policy is tax-deferred. Small business owners know they need smart strategy and planning in order to succeed. Whether you own a large company or a local shop, take the necessary steps to protect your hard work. We offer a new way to ensure your investments stay safe, even if the unexpected happens. How Does It Work? An executive bonus plan allows your key employees to build cash through a life insurance policy. It works as an incentive for individuals who are essential to the success of your business. We offer a life insurance plan because it allows businesses to shift funds out of the corporation in a tax-deductible manner, while giving the recipient the freedom to use this policy however they choose. Contact us and let us know if you have an interest in offering this plan to your employees and experiencing its benefits. We look forward to answering your questions and helping you get started.

    Link: For Small Businesses

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Categories

Financial Consulting
(208)254-5074 (208)-254-5074 +12082545074