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  • Meet The Team
  • Contact
FJ Finplan Consulting LLC

Wealth Accumulation And Protection Strategies

Tax - Free Retirement Income

Tax - Free Retirement Income

Tax - Free Retirement Income

Build a portfolio that focuses on income generating assets that is exempt from taxes. A stable wealth accumulation  strategy that allows for potential upside  growth  without market losses.

Pension Maximization

Tax - Free Retirement Income

Tax - Free Retirement Income

Income at retirement is typically fixed. Leaving money on the table does not serve your best interest when it comes to pension. Our experts will help you with a strategic plan that maximizes your pension.

IRA Rescue

Tax - Free Retirement Income

Mortgage Protection

Underperformance and tax liabilities can leave your IRA  in a shortfall of intended financial goals. Learn about  IRA rescue strategy. It may be the option for you.

Mortgage Protection

Key Man,Exec.Bonus, SERPS and Business Continuity plans

Mortgage Protection

Financial security for your loved ones may sometimes require insuring against the burden of a mortgage debt. Mortgage protection insurance may just be the right solution

Key Man,Exec.Bonus, SERPS and Business Continuity plans

Key Man,Exec.Bonus, SERPS and Business Continuity plans

Key Man,Exec.Bonus, SERPS and Business Continuity plans

Our strategic business solutions provide business owners with peace of mind, continuity and smooth functioning of the business.

Product Offerings And Retirement Income Options

Life Insurance

Health Insurance

Life Insurance

  • Whole
  • Universal (Traditional And Equity Index)
  • Term

Annuities

Health Insurance

Life Insurance

Fixed And Equity Index..

Health Insurance

Health Insurance

Health Insurance

  • Med Sups
  •  MA
  •  LTC
  •  DI and HIP.

Group Plans

Strategic Partner Offerings

Health Insurance

Life and Health

Strategic Partner Offerings

Strategic Partner Offerings

Strategic Partner Offerings

IRA, Mutual Funds,Stocks

Strategic Partner Offerings

Strategic Partner Offerings

Find out more

Copyright © 2025 FJ Finplan Consulting LLC  - All Rights Reserved.

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