Our Services

Life Insurance - The And Asset ®

We emphasize the value of overfunding when setting up your policy. In typical financial planning, whole life insurance is designed to get the most death benefit for the cheapest cost. In overfunded whole life insurance, the focus is on maximizing the living benefits while minimizing the death benefit. It’s a strategic approach for those who want to optimize and use their life insurance while alive, not just as an asset that kicks in on their death.

When whole life insurance is set up and used properly, it becomes an incredible foundational asset that builds a strong base for your finances. It grows your money over time, provides many protection elements including the death benefit, AND allows you to access your money to use however you want. See below for a comparison between The And Asset vs. a typical whole life insurance policy.

Get Help with Life Insurance

Taxes

Tax Analysis:
‍Provide clarity on what's most important to you and why you want to invest in the first place.

‍Tax Strategy:
‍An analysis of your risk tolerance and current fee structure.

‍Tax Savings:
‍Recommendations based on your desired outcomes and risk analysis.Other services offered: Bookkeeping, Fractional CFO, Family Foundations

Get Tax Help

Estate

Protect your legacy With Confidence:‍

Estate Documents with Unlimited Revisions
Revocable Living Trust
Last Will & Testament & Pour-over Will
Healthcare & Financial Powers of Attorney
Advanced Directives for Healthcare
Guardianship Documents & Emergency Access Delegation
Holdback & Sub Trusts
Marital Trust
Pet Directives
Personally Encrypted Data & Document Vault
Tools, resources, and documents to best prepare you

Get a Better Estate Plan

Retirement

Retirement planning is essential for securing your future and maintaining peace of mind. Our retirement planning service offers personalized strategies to help you build a comfortable, worry-free retirement. Whether you're starting early or nearing retirement, we provide expert guidance to ensure your financial goals are met. We work with you to assess your current situation, forecast future needs, and develop a customized plan that includes investment strategies, tax-efficient solutions, and risk management. With our service, you’ll have access to a range of retirement accounts ensuring your savings grow efficiently.

Have a Retirement Conversation

Insurance

Whether it's term life insurance or whole life insurance, the team at BetterWealth works with you to customize a plan that fits your exact wants and needs.

Protect your legacy and take care of your family long after you're gone. Take the first step today by talking with one of our team members and seeing what the best plan is for you.

Manage my risk

Manage my Risk