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Reviews, get directions and information for My Money Strategies

My Money Strategies

About

My Money Strategies LLC offers a way for homeowners to minimize long-term interest and net life insurance costs while maximizing tax deductions.

Impressum

People come to us when they choose to implement their own strategy to be mortgage free sooner than the typical 15 and 30 year schedule. By implementing this strategy people minimize their long-term interest expense and net life insurance cost while maximizing tax deductions.

Many of our clients use this strategy to provide key person benefits to select employees as a way to protect their family and the company from an untimely death while providing supplemental retirement benefits.

Products

Life Insurance, Mortgage Reduction Strategies, Key Man-Key Person Insurance Strategies, Deferred Compensation Plans, Buy-Sell Strategies, Long-Term Care, Estate Planning, Income Protection-Disability Insurance.

Address: 333 N Lake Rd, Oconomowoc 53066
Phone: (262) 565-7900
Email: moc.seigetartsyenomym@ofni
State: WI
City: Oconomowoc
Street Number: 333 N Lake Rd
Zip Code: 53066
categories: finance


Opening Hours

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00


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