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Beyond Traditional Retirement Planning

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.

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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.

Retirement Planning

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! 

True Wealth Creation with the W3 Method

 Worship, Wisdom and Wealth

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Financial Consulting

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

What Our Clients Say

Life Insurance made simple.
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No warranty or representation is given, whether expressed or implied, as to the completeness and/or accuracy of the information contained on this website and accordingly the information given is for guidance purposes only. You are requested to verify the above information before you act upon it. You should not rely on such information and should seek your own independent legal advice. We will not be liable for any loss and damage, whether direct or indirect, from your use of the information and the materials contained therein.

Hours:
Monday - Friday: 9am - 6pm
Saturday: 10am - 2pm
Sunday: Closed

Address:
Charlotte 28278
North Carolina, United States

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