Angela Ashley, founder and CEO of Unique Investment Advisors.

Gallery

Contact

+1-480-805-0970

9633 S 48th St #130, Phoenix AZ 85044

info@uniqueinvestmentadvisors.com

Being your own bank with life insurance

Be the Bank: Harnessing Life Insurance as Your Own Personal Bank

In the realm of personal finance, the notion of “becoming your own bank” has emerged as a compelling strategy for wealth accumulation and financial empowerment. This innovative approach involves leveraging the unique features of life insurance policies to establish a personalized banking system. In this comprehensive guide, we will delve into the intricacies of utilizing […]

Strategies to Avoid IRMMA for Medicare

Strategies to Avoid IRMMA for Medicare -2024 Brackets

Navigating the complexities of Medicare can be a formidable task, especially when it comes to understanding and potentially avoiding the Income-Related Monthly Adjustment Amount (IRMAA). IRMAA is an additional charge that Medicare beneficiaries may have to pay on top of their Part B (medical insurance) and Part D (prescription drug coverage) premiums if their annual […]

Tax-Free Retirement 3 19

Tax-Free Retirement Workshop

Hello,  I wanted to personally invite you to our Tax-Free Retirement: Advanced Planning Strategies Workshop. I’ll be hosting the workshop in my office on Tuesday, March 19th from 6:30PM – 8:00PM. As always, we’ll provide dinner, drinks and eye-opening education.  Please let me know if you’ll be able to join us. Seats are limited so please […]

tax free retirement

Tax-Free Retirement Workshop

Hello,  I wanted to personally invite you to our last Tax-Free Retirement workshop of 2023. I’ll be hosting this workshop in my office on Tuesday, October 10th from 6:30pm-8pm. As always, we’ll provide dinner, drinks and eye-opening education.  Please let me know if you’ll be able to join us. Seats are limited so please RSVP at […]

Indexed Universal Life IUL

Indexed Universal Life Insurance (IUL): Unlocking the Benefits

In an ever-changing financial landscape, individuals seek insurance solutions that provide both protection and growth potential. Indexed Universal Life Insurance (IUL) has emerged as a popular choice, offering policyholders the best of both worlds. By combining life insurance coverage with the potential for cash value growth tied to market indices, IUL presents a unique set […]

The Kai-Zen® Plan: Supplementing Your Future

Retirement planning is a crucial aspect of financial management, as it enables individuals to secure their financial well-being during their golden years. One approach gaining attention in recent years is the Kai-Zen® retirement plan. Derived from the Japanese concept of “kaizen,” which means continuous improvement, the Kai-Zen® plan emphasizes a proactive and iterative approach to building […]

  • 1
  • 2