While Financed Planning™ can be an ideal part of a business owner's or executive's retirement plan, not everyone qualifies.
To find out whether you do, call or email us and we'll provide you with a list of necessary information for your CPA or support staff to gather, then we'll choose a time to get together in person or over the phone to determine whether you qualify for the program. (Click here for our mailing address and fax number.)
Primary contact:
Jason Mackey, managing partner, 800.208.9137 x110
Other contacts:
Dalton Mackey, founder and owner, 800.208.9137 x114
Randy Richard, retirement plan advisor, 800.208.9137 x115
Wes Thrift, retirement plan advisor, 800.208.9137 x121
Rick Durkee, retirement income planning specialist, 800.208.9137 x201
