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Embrace Your Future with Divine Path Financial Group!
Living Benefits Case Studies
Strengthening Communities Through Faith and Action
What is Your Divine Path To Financial Freedom?
Planning for retirement can be overwhelming, when it comes to taxes.
Living Benefits are the new kind of life insurance. In short, it's life insurance you don't have to die to use.
Legacy planning goes beyond determining who gets what after you are no longer here.
With a (BLP), you can allocate existing funds to help cover expenses your family is likely to incur in the months following your passing.
Learn how Infinite Banking uses permanent cash-value life insurance policies to grow money in a tax-advantaged way.
Unlock Financial Stability and Growth with Indexed Annuities
Premium finance is a strategy in which a policyholder borrows from a third-party lender (a bank) in order to pay large life insurance premiums on a large policy.
As parents, we all love and want what's best for our kids. This includes wanting the best for their future financially.
If you own a home and are currently paying off a mortgage, you should have mortgage protection life insurance in place, also known as home life insurance.
Planning and Protection for Business Owners
Our partnership with Colonial Life provides critical support to employees when the unexpected happens — whether it’s an accident, illness or injury.
Get your Retirement Success Score with our complimentary analysis and see if you're on track or end up with an income shortfall.
Fill in your information and complete the form to express your interest
We'll schedule a time to meet and review your retirement goals
Access your report and view current and recommended scenarios
Imagine how your outlook would change if you were able to FORECAST how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement? , , has created an analysis report that can do just that. We call it the Retirement Income Shortfall Analysis and it's the most efficient, effective, and inexpensive way for you to know the probability rate of whether your retirement is going to be a success - or failure.
People planning for retirement are slowly realizing that they may end up with an income shortfall. This is where the amount of income you desire outpaces the amount of money you have saved.
And why is that? It's because we've been conditioned by Wall Street and the big banking companies to focus on growing our assets as much as possible and strive to obtain the highest rate of return.
Unfortunately, this advice never takes into account how these assets will be turned into income and has also left many of us exposed to the four key retirement risks: (1) longevity, (2) stock market, (3) income taxes, and (4) inflation.
We believe the only way to ensure a successful retirement is through an income plan that protects your money from the four key risks.
And The Retirement Income Shortfall AnalysisTM is the first step in creating that retirement income plan.
This report analyzes your current retirement plan and generates a retirement success scoreTM based off of the probability for success. And if the report deems your current scenario as unsustainable, it'll show you ways to enhance your score by offering advanced product and strategy recommendations.
Our clients have peace of mind as they head into retirement because they finally have a plan with predictability and protection at its core.
Request your complimentary analysis report today!
Your Retirement Income Shortfall AnalysisTM provides a rating from 1%-100% scoring your probability of success in retirement. Savings accounts are forecasted to show how they'll work together to provide you with income and recommendations are made to enhance your success score.
To take a closer look at your retirement plan and the potential tax landmines to be aware of, schedule a time to meet with me.
Nothing! This is a complimentary analysis of your current retirement income plan. It's a complimentary service we provide to all prospective clients.
The report includes information on your Social Security benefits and other savings accounts. We'll need to collect the latest statements and documents for the report to be as accurate as possible.
Not a problem! This is merely a second opinion on your retirement income plan. Keep in mind, product and strategy recommendations will be made within the report, but you'll have the freedom to decide what you'd like to do next.
Not at all! This is simply a snapshot of the current state of your plan. Accounts and other factors are not affected.
The first thing you need to do is request the complimentary analysis by filling out the form on this page. Once that's submitted, our team will reach out to you to schedule an appointment. We'll meet with you either virtually or one-on-one and discuss your retirement goals. We'll also collect the necessary information at that time. After that, the report will be generated and we'll schedule a follow-up to present to you your custom report.
The timeline depends on your availability, but the overall analysis review typically takes between 1-2 weeks.
At Divine Path Financial Group, our mission is to guide our clients on their unique financial journeys by providing expert advice, tailored solutions, and unwavering support
331 Newman Springs Road Suite 143 Red Bank, NJ 07701 Mailing Address P.O. Box 17 Manahawkin, NJ 08050
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