Financial Services in Carmel, IN
Financial Services • Accountants & Bookkeeping • Financial and Investment Services
5 Center Green,
Suite 106
Carmel ,
IN
46032
UNITED STATES
ReJoyce Financial is a full service Retirement Income Planning Firm. One of our primary goals is to make certain our clients have a secure, sustainable, predictable income in their retirement years. We provide alternative strategies that protect our clients and families from high risk investments in their retirement years yet still assures market gains. For clients not yet ready for retirement, strategies that maximize Social Security benefits and reduce benefit taxation are available. Clients can potentially add an additional $200,000 in lifetime benefits and assets to their lives by taking advantage of these ideas.
Along with retirement income planning, ReJoyce Financial is able to help clients establish or update their Last Will & Testament and to create or revise Trusts through our Estate Planner and our Tax Attorney.
In addition, we help our client’s family with a Mortgage Protection program. Mortgage Protection is specially designed to allow a client’s family to keep their home and maintain their style of living in the event of the death of a spouse or loved one. The Mortgage Protection benefit makes the mortgage payments or pays off the mortgage when this occurs.
Finally, ReJoyce Financial offers Final Expense benefits to our clients. This guarantees that our client will have the funeral arrangements and be buried as they wish.
Also to Utilize the Paycheck for Life and Private Reserve Concepts to initiate a dialog with those seeking retirement planning options and alternatives to investing directing in the market. Initiate the value of protecting your paycheck during your working years with the same care and concern you protect your family with health insurance, auto insurance, home owners insurance and life insurance. Reaching individuals that have no real retirement or tax-free wealth transfer strategy in place, and helping those feeling trapped in an 401k or IRA.
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