
Now that you are in critical capital mass and earning more than you are spending, your goals are to protect your cash accumulation from unnecessary taxes, market risks and inefficient financial products.
Contact Connie Dello Buono, financial planner for doctors and business owners working with CPA and financial advisors in ensuring that your cash accumulation is protected from unnecessary income taxes using a business structure and financial plan with proper protection, less market risks and earnings for lifetime retirement income. 408-854-1883 motherhealth@gmail.com CA Life Lic 0G60621
1708 Hallmark Lane San Jose CA 95124
Free webinar for doctors and business owners every Friday at 1pm for 1hr on protecting your cash flow with C corp, CPA and financial planners/advisors and your financial goals. Email Connie at motherhealth@gmail.com if you are a business owner, CPA or doctor and wanted to protect your cash flow from taxes and market risks.
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
View more posts
Reblogged this on Full of Life Community.