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Call Flikeid Financial for more information about our upcoming seminars at 952-888-6301.
Family owned and operated is something we are quite proud of. It means that we have integrated our family with yours. The father and son duo of Flikeid Financial know how to lead pre-retirees and retirees in the right direction toward a tax-free and stress-free retirement.
With over 45 years of financial experience, Bill Sr. has been in the insurance industry for most of his adult life. He is a licensed CSA and carries the credentials of a LUTC. Flikeid Sr. is a renowned speaker and spends a lot of time educating retirees how to take the tax bite out of their portfolios. Bill offers more financial insight in his new book, “Life Saving Tax Solutions,” which goes into detail about wealth transfer and the use of a specific type of life insurance to create a tax-free environment for assets as they pass directly to their children without taxation.
Bill Jr. has been an integral part of Flikeid Financial since 2006. He takes pride in making relatively complicated matters easy to understand by utilizing up-to-date strategies for existing economic conditions. Ultimately, his goal is empowering clients to make informed decisions.
Our goal is to prepare our clients for the proper transfer of assets. Income taxes and other taxes have increased, and the largest wealth transfer in history will take place over the next 15 years. The result will be that all tax-deferred assets’ passing will be caught in the tax transferring process. We are educating our clients and the public on how to create a tax-free haven for their assets. The solution is a modern day version of life insurance, which does not require one to die to receive the benefits. This final stage of planning requires a special knowledge, and we are experts in this area. The planning is about repositioning one’s assets and not about buying a product.