How do you save for retirement? How do you plan for the unforeseen? How do you put your money to work for you in the most tax efficient way? Tory and Mike Kratz have opinions and strategies for all of these questions and offer them to the community through their complimentary financial and education services offered through their business, Complete Holistic Coaching and Wellness.
“It’s what we have never been taught in school on how to actually plan and maximize your retirement,” said Mike. “Education is our primary service, but we also offer life insurance products. A lot of people don’t know that you can use life insurance as a financial tool for everyday occurrences.”
The Kratzes emphasized that several Fortune 500 companies, such as McDonald's and Walt Disney originally used cash value from life insurance policies to fund their businesses.
“You are essentially your own bank, because you don’t get a hit on your credit report each time you borrow money,” Tory said. “There are so many benefits to it.”
The Kratzes offer an array of insurance products including whole life insurance, index universal life, annuities, estate planning, saving for college, debt management and consolidation and more. The couple has partnered with over 30 insurance product carriers in order to customize the individual needs of each client.