Beyond Traditional Retirement Planning
We offer comprehensive retirement and wealth building strategies for our clients. Our goal is to help you grow your personal wealth the right way and ultimately partner with you to protect your family for generations to come.
Meet Your Advisors
We are Leon & DeLayna Elliott. We realize how important your family is to you, and we are determined to provide the best living benefits life insurance that you don't have to die to have access to. Benefits cover unexpected income loss due to critical, chronic and terminal illness. Peace and security will be yours.
Now, imagine your retirement. What retirement lifestyle do you imagine? It’s easy to underestimate the cost of your ideal retirement. Permanent life insurance can help bridge any gap between what you have already saved and what you will need in the future. If you’re looking to own your financial future, consider a permanent life insurance policy with the potential to build cash value that can be used to help supplement your retirement income.
Indexed Universal Life insurance (“IUL”) is the fastest growing type of life insurance in the industry today. IUL is a form of permanent life insurance that provides a death benefit – a valuable resource for family members, business associates or other beneficiaries if a policy holder should die prematurely. The death benefit is generally paid income tax free to beneficiaries — a benefit only available on life insurance. This flexible form of life insurance allows our clients to choose the coverage amount based on the premium they prefer to pay and it also allows them to make changes to it as their needs change. IUL policies can build cash value over time to help provide funds for emergencies, education expenses, supplement retirement income or just to grow assets on a tax-deferred basis. The interest credits to the cash value are linked to the performance of stock market indexes, but are not a direct investment in equities, so the cash value is protected from market loss, providing more protection for the insured. Properly structured policies can provide tax-free retirement income …. and we can show you how!
Are you concerned with how times are changing? Are you looking for ways to build your wealth, to keep up and supersede these changing times? With a fixed indexed annuity, you get the best of both worlds. Market growth and Principal protection. Your money grows tax deferred until you are ready to withdraw as income, while earning interest tied to an index, which allows your money to compound over time.
Not all annuities are alike so talk to one of our experienced licensed professionals.
We offer consulting services that take your interest to heart. We listen to your needs. Our team of trained financial professionals will gather all your information, consider the best possible solutions based on all the facts and your financial goals & desires. Our philosophy is our client's objectives over systems and processes. We empower you with the financial education necessary to determine which products and services best fit your situation.
What Our Clients Say
Good Evening Delayna! I wanted to share with you how quickly the Lord is working in my business. I was asked last night by the Women's Business Center of Charlotte to be a guest speaker on their Mid-Week Lunch Spotlight webinar. I will be speaking tomorrow on return to work strategies for small business owners. I appreciate you so much and how you are pouring into not only me but all of our sisters! I look forward to talking with you soon!
CEO, Small Business Owner
Good Morning, Ms. DeLayna - I wanted to thank you from the bottom of my heart for Mind Your Money! This experience was both grounding in one sense and activating in another! By being "grounding", I mean to say that it helped me relax, cease all of the worrying and overthinking I'd been doing this year about what to do next in my career and life, and settle in on a MUCH clearer way ahead - one that rests on the idea that I already have everything I need to build and sustain wealth. Thank you for your obedience. Thank you for the big sisterhood and mentorship. You're stuck with me now. I love you!
DOD, Learning & Development Coach
I would like to thank World Fidelity Life and Leon and DeLayna Elliott who were very instrumental in helping me plan for my future. They taught me how to create new saving habits. Because of them I feel more secure financially.