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Services

RETIREMENT PLANNING CONSULTATION

Cedric Holloman has been involved in retirement planning for well over 30 years. His current focus is tax-favored strategies using maximum funded, tax advantaged insurance contracts to meet the needs of future retirees. 

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The Tax-Free Money Doctor (TFMD) specializes in tax-favored strategies that can be utilized to prepare for retirement. This strategy has been used for years by business owners, corporate executives, and many of our politicians. If correctly structured and properly funded, this strategy can produce a life-long, tax-free income stream for retirement. It can also be used as a college fund, emergency fund, and a fund for other investments down the road.

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Want to learn more about how TFMD can help you? 

REVERSE MORTGAGE CONSULTATION

  • Over age 62?

  • Behind in preparing for retirement?

  • Have significant equity in your home?

You may want to consider using a reverse mortgage. Extensive safeguards have been put in place to protect seniors who wish to take advantage of this program. This plan is available nationwide. I can help California residents.

EMPLOYEE BENEFITS

If you are the owner of a small to medium size business and would like to offer benefits to your employees with little or no cost to you, please contact me for a consultation.

©2019 by Cedric Holloman.

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