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Financial Planning

To serve our clients better, we offer a specialized array of strategies for wealth management and optimal retirement. This proprietary approach to financial planning has brought us success as working advisors. Now we offer those same tools to you.

Tax Planning

Here’s a puzzler. Not every retirement planner is a tax expert. How is that possible? Creating tax-advantaged plans that really work for your clients is the very essence of what we do as financial advisors. At Motiv8, we make sure every one of our advisors has the latest information.

Investment Strategies

As working advisors, we learned long ago: you’ll get the best outcomes for your clients if you yourself build the investment portfolio you represent. Then you can be sure that what you are offering is managed with total integrity and expertise. Our investment strategies are golden.

We have been here before.

Times are tough and times are different, but you! You’re the real deal, and you will come out stronger. It’s true that investors hate uncertainty, and this has got to be one of the most uncertain times in memory. But you ‘ll get through it. You may even make gains for your clients.

I know it is scary, but stay strong.

Hey everyone. I hope this message finds you well. I just wanted to see how you’re doing. This current environment brings back memories for me. I remember back in 2008, I wrote my first annuity ever. I literally cried with happiness on the drive home.

It is Time for You to Be a Hero!

As I look around during these incredibly difficult times, I realize now, more than ever, the world and our communities need our help. Look around! Everything that was normal 6 months ago has been turned upside down. Your clients, your prospects and your community need you!

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