Welcome to our Insurez company
Welcome to our Insurez company
We help clients secure their old 401(k)/403(b) accounts by rolling them over into annuities or Individual Retirement Accounts (IRA), providing them with financial security, potential bonuses, and added benefits such as nursing home riders (varies by state). This ensures that their retirement savings remain protected and continue to grow without unnecessary risks.
Imagine a household where the breadwinner suddenly suffers from a critical illness like cancer, a heart attack, or a stroke - impacting their ability to work and provide for their family. Our Living Benefits Life Insurance is designed to protect income and maintain the family’s lifestyle during such uncertain times, offering financial relief when it’s needed the most.
With some states mandating that small business owners offer retirement plans or face penalties, we help businesses tailor retirement solutions that meet compliance requirements while also benefiting both employers and employees. Our customized strategies help business owners create cost-effective, tax-efficient retirement plans that align with their financial goals.
No one wants to worry about running out of money in retirement. At Bora Financial Services, we implement strategies that help clients minimize losses, safeguard their hard-earned money, and create a sustainable retirement income. Our goal is to provide peace of mind and financial stability for a fulfilling retirement.
Free Initial Consultation – Our first meeting is designed to assess whether we are the right fit for your financial needs.
Referral Program – Clients who refer others can become referral agents and participate in our program.
Education Opportunities – We offer study materials for $29.95 (varies by state) for those interested in expanding their financial knowledge and participating in the industry.
Schedule a Consultation – Clients can book an appointment through our Calendly link to discuss their financial goals.
Initial Assessment – Our first meeting focuses on understanding your needs and determining if we can provide the right solutions.
Getting Started – If we’re a good fit, we schedule a second meeting to begin implementing your personalized financial plan.
Financial Security – We provide strategies that protect and grow your retirement savings with minimized risk.
Income Protection – Our Living Benefits Life Insurance ensures families remain financially stable during unexpected health challenges.
Tax-Advantaged Growth – We help clients maximize college savings and retirement plans using tax-efficient strategies.
As clients’ financial needs evolve, we offer opportunities to expand their services, such as:
Transitioning from basic retirement planning to advanced wealth management strategies.
Exploring additional insurance or investment solutions to further protect their financial future.
Bora Financial Services operates primarily by referral, allowing us to provide free consultations with no upfront fees. Our services are structured to ensure clients receive personalized financial solutions without financial barriers to getting started.
