Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management.
Listen to the interview on the Business Innovators Radio Network
Coffey says, “Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in the shell of a permanent life insurance policy provides spectacular benefits. This provides liquidity so that one can reaccess their funds while also providing no taxes on the gain. This guarantees no loss of principal and dramatic upside in cash value growth inside the policy. We strive to build meaningful – rewarding relationships with our clients. Our focus is to listen, resolve, teach and execute the best strategies. Allow us to expedite wealth and protect your assets.”
Wealth-building is an important financial goal for many people. But it’s not always easy to do in a tax-efficient way. One strategy that can be used to build wealth in a tax-efficient way is to use permanent life insurance. This type of insurance provides a death benefit that can be used to help build your wealth while also providing some tax advantages.
This strategy can be a good way to build wealth in a tax-efficient way. It’s important to work with a financial professional to make sure that it’s right for your situation.
Complete Spectrum excels as a high-quality provider of Annuities and Insurance products to the personal and business market. Their agency provides exceptional service through an organized, highly skilled staff that identifies each client’s individual needs. Their excellent relationships with strong, stable insurance carriers allow them to deliver the most competitive products available consistently.
About Kevin Coffey
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
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Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.
Kevin Coffey is not giving any tax or investment advice nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this enterview is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment advice from a investment advisor and or tax professional.