No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Doug & Barbara Frye are Co-Founders and Wealth Strategists at Spinnaker Financial. Leveraging decades of financial experience, they bring a unique perspective in the building and protection of wealth. Using a systematic approach with both families and business owners, Doug & Barbara uses a strategic approach to wealth creation by maximizing market returns, but also implementing strategies to minimize taxes, maximizing money efficiency, and reducing debt. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Spinnaker Financial, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
