-Financial Growth Services-
Financial Growth Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Financial services to serve your financial needs & goals.
FEATURED PRODUCTS/SERVICES: |
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Informed Investor Brochure - Pacific Life Variable Annuity | |
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United Healthcare- Health Plans & Health Savings Accounts (HSAs) | |
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Aegon/Transamerica Life Ins. Co. - Term Life Ins. (with Return of Premium Benefit option) | |
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United of Omaha Long Term Care Insurance | |
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Nationwide Financial - Variable Annuity Nationwide Financial - Fixed Indexed Annuity |
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Midland National - Variable Annuity Midland National - Fixed Indexed Annuity |
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Cincinnati Life - Long Term Care Insurance | |
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Legal Shield - PrePaid Legal and Identity Theft Protection Services Plan | |
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Heritage Living Trust - Revocable Living Trusts (Brochure) Heritage Living Trust - Revocable Living Trusts (website) |
(These are larger files and will take a few more moments to download)
*Variable annuities are long term investment products designed for retirement purposes. The value of mutual funds and variable annuities will fluctuate so that upon redemption may be worth more or less than their original cost.
*Carefully consider a fund or sub account’s investment objectives, risks, charges and expenses before investing. This and other information is contained in the product and variable sub-account prospectus available from the company or your representative. Read the prospectus carefully before investing.
CLICK HERE to get a free, no-obligation quote from
United Healthcare for Health Savings Account/Health Plans. |
Financial Services: | |
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Emergency Fund Build-up |
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Budget Control Strategies |
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Income Tax Advantaged Products |
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AN EMERGENCY.....are YOU Prepared? to establish Your EMERGENCY FUND, call or email us |
Investment Products: | Services: | ||
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Mutual Funds (various types) | ![]() |
Life Insurance Needs Analysis |
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Variable Annuities | ![]() |
Disability & Health Insurance Needs Analysis |
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Tax-advantaged Money Mkt. mutual funds with free checking | ![]() |
Retirement & Estate Planning Resources |
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Fixed / Indexed Annuities | ![]() |
Income Tax Deferment Planning |
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Socially Responsible Mutual Funds |
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Income Tax Reduction Strategies |
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Income Tax Advantaged Products | ||
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Government Securities mutual funds | ||
Retirement Programs/Plans : | Insurance Products : | ||
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401(k) | ![]() |
Term Life |
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403(b) /TSA | ![]() |
Disability Income |
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IRAs: Traditional, Roth & Simple | ![]() |
Major Medical, HMO & PPO Plans |
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IRA Rollover | ![]() |
Health Medicare Supplement, including Part D |
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Coverdell Education Savings Accounts | ![]() |
Medicare Advantage Plans |
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SEP-IRA | ![]() |
Long-Term Care Insurance |
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Individual & Roth 401(k)s 457 |
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Health Savings Accounts / High Deductible Health Insurance Plans |
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Profit Sharing Plans | ![]() |
Final Expense |
Featuring... Fixed Products with Principal Guaranteed* *Guarantees are based on the claims paying ability of the issuing company and do not apply to variable product sub-accounts or any securities products. |