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Our Trusted Partners

Where do you stand?

Do you have a plan?

Here is a small list of things Xennial Wealth can help you plan and achieve. Purchasing a home, funding your child’s college tuition, paying for your child’s wedding, buying an investment property that produces rental income, leaving a substantial death benefit when you pass away, providing your family with income if you were to suffer a critical injury or if you were diagnosed with a critical illness, cash accumulation, retirement, and many others.

How old will you be when you retire?

The average age of retirement for men in the United States is 64. The average age for women is 62. The average Social Security benefit is just over $1,500 per month. What strategy are you using to produce income at retirement? Talk to a Xennial Wealth professional and secure your future.

How much money will you need to retire comfortably?

Lifestyles, wants, and needs, are different for all of us. On the contrary, everyone will have to stop working at some point. If you plan early, retirement can be a celebration. If you do not have a plan, you may have to work your whole life. Let Xennial Wealth Management create an income producing retirement for you.

What would happen to your family if something happened to you?

Did you know that you can create a plan that accumulates cash, provides living benefits, provides a death benefit for your beneficiary’s, and provides great tax advantages? Reach out to a Xennial Wealth professional and start using your money like the bank.

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Features & Benefits

Making the right life decisions

What is your goal? Cash accumulation VS a large face value life insurance policy.

Learn More

Life Insurance offers flexibility for all walks of life. Take a look at theses 3 different family scenarios.

 

Family A) Married 10 years,  Homeowner’s, Household income $250,000 annually, 3 children.

 

Family B) Married 2 years, renting an apartment, Household  income $60,000 annually, 1 child.

 

Family C) Single, Homeowner, Household income $100,000. No children.

 

All 3 families can benefit from life insurance.  Family A is very established, and may choose a larger face value life insurance policy. They have more children, and want to protect their income, home, and established way of life.

 

Family B is looking to save for a home, but does not have the same income as family A or family C. They may choose a life Insurance plan that builds cash accumulation.

 

Family C is really a single person. Let’s call this person Sarah.    Sarah own’s  a home, and makes a good living. She knows that she wants a family in the future.  She decides to get a life insurance policy while she is young.  She understands that the policy will be more affordable at her current age.  She also wants to build her assets.  She may choose a flexible life insurance  policy that accumulates cash, and allows her to change her premium’s if she decides to get married and have children. 

What type of life insurance is right for me?

Learn More

We understand that talking with someone about your personal finances may be uncomfortable. The hard conversations often benefit you the most. Our first goal is to establish trust. Once we identify your goals, and understand your finances, your Xennial Wealth representative will execute an innovative strategy that will provide growth to your assets, and protect your family.

Testimonials

5/5
Positive: Professionalism, Quality, Responsiveness, Value Sean is the man when it comes down to streamlining the process needed to succeed! From day one his professionalism, knowledge and attentiveness were on point! Always speedy and on time and delivered what he said he was going to do! Trust that he is a great asset to my team!
Jose Avina
5/5
My wife and I just had a baby and Sean was able to help us find a great Life Insurance Policy that worked for our family. He really knows his stuff and helped us to better understand our policy. It was an overall great experience and we are looking forward to working with Xennial Wealth Management in the future.
Devin Conley
5/5
Sean has a wealth of knowledge and helped me find the perfect life insurance policy. If you are looking for quality service with expert advise, I highly recommend Xennial Wealth Management!
Lisa Dietrich

Our Trusted Partners

XennialWealth

& Life Insurance Solutions

"Get Financially Fit"

Combining Insurance innovation, with entrepreneurial investment strategies.

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  • 00Hours
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XennialWealth

& Life Insurance Solutions

"Get Financially Fit"

Combining Insurance innovation, with entrepreneurial investment strategies.

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds