CSP Financial Group

Specialties

I provide solutions for people concerned about their retirement savings.

Most people agree that taxes will be higher in the future. This is especially true if you consider our country’s National debt, Social Security is running out of money, and Medicare expenses are increasing. All three of these issues will require higher taxes.

What most people don’t realize is that higher taxes impact us all when we retire since most of us save for retirement in qualified retirement plans such as a 401K or an IRA. Every penny that comes out of these tax-​deferred investments in the future will be taxed at some higher tax rate.

Through proper planning I help my clients optimize their assets, redirecting already spent dollars to a strategy that provides tax-​free income. Feel free to visit my company website at www​.csp​fi​nan​cial​group​.com.

Meet the Business Owner

Terry M.

Business Owner

Products and Services Include: Retirement Planning, 401k Rollovers, IRA, Fixed Annuities, Indexed Annuities, Life Insurance, Indexed Universal Life, Term Insurance, Health Insurance.