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Your retirement matters. We create retirement options that can help you achieve your retirement goals safely.
Barry Goldwater is the Founder & Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering planning strategies that help families and businesses achieve their goals of wealth-building and protecting family assets.
Because of his deep desire to help people succeed, he works tirelessly to address the issues that matter most to the people who rely on his good advice, financial education, and product knowledge.
We all know that in order to achieve our goals, A portion of our assets need to be invested in the stock market. Equally as important for the stability of our household is the role fixed income assets play in our investment portfolio. We want protection, safe investments with attractive returns.
The problem though is two fold. First, it does not matter what you invest in if you do not have enough capital. The current return of fixed assets is not great enough to meet our retirement goals. The accepted financial recommendation is 60 % of your wealth in stocks and 40% in fixed assets. And that belief system has failed. 60% of your wealth at risk all the time and 40% in fixed assets which have not kept up with inflation, losing value as interest rates rise? As a result, there are trillions of dollars sitting in U.S. savings accounts because of the fear of loss, waiting for something attractive that will help achieve financial goals.
What if you could have the safety of fixed income assets, attract MORE CAPITAL to the table and have the opportunity for tax deferred cash growth? Introducing Kai-Zen. Kai-Zen gives you the opportunity of adding 3 times more capital providing 60-100% more benefits then your investments alone.
By using a uniquely designed life insurance policy, your contribution are matched by the lender for the first 5 years. Then the lenders use that as a security for the additional funds deposited over the next 5 years. Because of this security, you do not have to qualify for the loan, make interest payments or personal guarantees.
The initial contributions are used to fund death and living protections for you and your loved ones, the rest of the money is used to achieve tax deferred growth. What sets Kai-Zen apart from typical fixed income assets is the potential for attractive returns while keeping your MONEY SAFE. When a market index has growth, it is calculated and credited to you. Once gains are credited you cannot decline because of market declines and this allows you to capture market growth without the fear of market crashes. And the best part is having 3 times more capital at work is more then you could contribute alone.
Secure your future with Kai-Zen. More money, more protection, more confidence.
Goldwater Financial has a keen focus on de-accumulation planning. Said differently, we are income planning specialists with an emphasis on lifetime income planning. We integrate all your pension-like income and we make a plan that under any circumstances, you will never run out of money. You have our word.
WE’RE HERE TO HELP YOU
Your retirement will cost you an average of 6 times more than your house. Most people use financing to live in a better house, so why aren’t you using financing to help you fund a better retirement?
Goldwater Financial has a keen focus on financial planning. Said differently, we are income planning specialists with an emphasis on lifetime income planning. We integrate all your pension-like income and we make a plan that under any circumstances, you will never run out of money. You have our word.
The success of your retirement depends on the amount you save, not on your rate of return. A unique cash-accumulating life insurance policy using leverage offers an opportunity to earn interest and eliminate the risk of market declines while providing you and your family protection. The policy secures the loan, providing you the potential for an additional 60-100% more for your retirement without the typical risks associated with leverage.
We have all used leverage to purchase a nicer house or to buy a better car.
Kai-Zen®uses leverage for the potential to accumulate more growth & obtain more protection, while providing the ability to maintain your current standard of living. That’s the smart way to use leverage.
Potential for more accumulation.
Maintain current lifestyle.
More protection for you and your family.
Diversify your assets.
Call us at (617) 527-9736
Richard LaCross-Director, KLR
"I've collaborated with Goldwater Financial for over 4 years and I highly respect their expertise in utilizing insurance-related solutions when it is called upon. I find Goldwater Financial to be unique as insurance professionals who think outside the box with their solutions."
M. MacDonald
Barry is an exemplary professional who puts the needs of his clients before his own. He possesses a great ability to solve complex problems. He prides himself in lifelong learning so he can continually do the best job for his clients. He is an absolute pleasure to work with and has a wonderful style to help people feel at ease.
Michelle Boggs
“Barry is an excellent communicator, advisor and respected financial planner. I've trusted him for more than 14 years with my finances, and it's a relief to know my money is protected and invested wisely.”
Yes, it is. We'll offer an hour of free consultation and basic financial audit.
We are a complete financial advising group, specializing in Asset Protection, Family Legacy Planning, Extended Care Solutions, Retirement Income and more.
Our Group advises in Asset Protection, Family Legacy Planning, Extended Care Solutions, Retirement Income, and more.
Because we're experienced. Because we know what we're doing and because we genuinely believe we can help you establish a stronger financial plan, and enjoy a better retirement.
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The information provided herein is the exclusive property of Goldwater Financial Group, LLC. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.