About the Business
Are you over 55 and have an investable asset of $250k or more? Avoid the 50% IRS penalty tax on your 401k or IRA distributions with the help of Aspen Creek Financial's team of 12 Certified Financial Planner (CFPs), Certified Public Accountants (CPAs) and tax attorneys. Our services are provided with no fee, where commissions are internalized by the insurance company, or with a fee-only planning starting at 1% for AUM or $1500+ for a financial plan by our CFPs.
Guaranteed Lifetime Retirement Planning is our specialty. We offer higher MYGA (Multi-Year Guaranteed Annuity) rates than CDs and bonds for $50k or more - currently 3.15% for 5 years - and provide good growth returns to beat inflation without the risk of stock crashes.
If you wish to learn more, reach out to Clifford E. Wright at 917-386-3057 or 888-937-1937 ext 200. You can meet him virtually online or in person in Miami Beach.
When you interact with us, you will receive four free gifts: Risk Score Analysis, Lifetime Cloud Virtual Vault to hold your statements and your Trust's Healthcare Directive for easy access if you become ill, Social Security, Retirement Income and Tax Reports & Foundations, and Living Trust advice.
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- In 2000 after the Dot.com crash I decided I needed to be independent to do the right thing for retirees changing from accumulation phase to distribution phase in retirement. No one does it like I do. Get a second opinion if your super smart. Are you? Clifford E. Wright, IAR, PHd studies Yale, CFM. Call/text me at 917-386-3057
- (917) 386-3057
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