It's Time to Take Control of
Your Financial Future

Welcome to Easy Financial Planning! This website is dedicated to helping you build a secure retirement nest and safeguard generational wealth. Our primary focus is to provide valuable financial education tailored to your needs.

For those who prefer visual learning, we invite you to join our completely free webinar, “How To Win At The Game Of Money!” Since we are providing a lot of information, we have split this webinar into 3 web classes. This engaging webinar takes a little bit over 2 hours to complete and promises to equip you with essential financial knowledge and strategies. Don’t miss this opportunity to set yourself and your family up for success.

10 Reasons To Visit Easy Financial Plan

If you’re searching for a miraculous stock tip promising overnight millionaire status, we regret to inform you that you won’t find it here. 

However, suppose you’re interested in exploring reliable and secure methods of saving for retirement, protecting your assets during market downturns, and building wealth that can be passed down through generations. In that case, you’ve come to the right place. We assure you that you’ll find something new and exciting here – well… as exciting as financial education can be.

1. Learn to Protect the Financial Future of Your Family With a Life Insurance With Living Benefits

Right now there is a consensus that 1 in 3 people will develop cancer in their lifetime. If you add other debilitating illnesses, how do you like your odds at becoming unable to provide for your family sometime in the future? Term Life insurance is not only to protect your family in case you pass away. If you don’t have Living Benefits with your insurance you are not protecting your family’s future.                  

Click here to get a quick quote just by filling out a simple form and to learn more about life insurance with living benefits.

2. Do You Have Money Saved for Retirement, but Your Money Is Exposed to Market Risks or Not Producing Enough Growth to Cover Inflation? Check This Out!

It is a well known fact that if you are getting close to retirement, you need to have peace of mind about your income. You can’t worry about how your money will perform. You shouldn’t take anymore risks with your money. You have 2 choices, get out of the market, pay the afferent taxes, which will be pretty significant, hide your money into a bank account and let inflation eat your money away, or choice 2, roll your money into an annuity and let it grow either with a fixed annuity or let it grow with the market in a index annuity with certain protections that will insulate you to market downturns.

What we will do for you, without any obligation from your part, is to run some illustrations for you, where you can see black on white what an annuity can do for you. If you are worried about what your money will do in retirement, this is the best thing to see if you are good or you will need to fill some gaps. 

Click here and fill out the form as best as you can, even if it is only your name and contact info and we will help you out. On this page you will learn how annuities work.

3. Do You Want to Start Saving Money But Don't Know What Will Be The Best Vehicle for That?

How about participating in the market without participating in the risk? How about having tax-free cash withdrawals through 0% loans?

This product sounds too good to be true. However, it’s real! It is an Index Universal Life Insurance (IUL). Most of the money-growing vehicles are under IRS tax laws, but this product is under Insurance Law, so in order to be lawful, it has to have a life insurance component attached to it. We will be blunt: it is a complex money-growing vehicle, and few consultants can understand it. Once you understand it, you will see the superiority over all of the other products out there. The best way to understand it is to see it in action. Without any obligation, we will pull an illustration for you that will explain in black and white what an IUL will do for you. We will not stop there, though. We will upload the illustration into software that will create a password-protected website just so you can really understand what an IUL will do for you.

4. Join Our Eye Opening, On-Demand Webinar Series!

Join our informative 3-part webinar series for a deeper dive into essential financial education. We believe financial education should be mandatory for high school or college education courses.

In the first part, you will learn about some concepts on the basics of finance and what are the reasons to protect your loved ones with term life insurance with living benefits.

In the second part of our webinar series, we will explain how you can build a tax-free retirement with index universal life insurance through virtual zero-percent loan withdrawals that are not being taxed. You will also learn how your cash value growth is protected against a market downturn with a floor rate.

In the third part, you will learn about annuities, how you can protect your money growth against a market downturn, and how you can roll your other investments into annuities to protect your money in the retirement years.

Click here to join our free on-demand financial webinar!

5. Download Our 3 Exclusive E-books

Download our three insightful ebooks penned by our founders:


A: “Unlocking Financial Freedom – A Comprehensive Guide to Indexed Universal Life Insurance”

B: “Obtaining Security – Your Guide to Term Life Insurance with Living Benefits”

C: “Annuities Unveiled: A Comprehensive Guide to Financial Stability”


Go to the bottom of this page to download any of our 3 Free ebooks.

6. Learn How To Save For Your Children's Education

Discover a superior approach to saving for your children’s education while gaining insights into the pitfalls of a 529 college savings plan.

Click here to learn how an IUL works to save for your children’s college education.

7. A New Strategy for Accelerated Mortgage Payoff

   Explore a unique method to pay off your mortgage faster by visiting our website. We have a page dedicated to this. 

   Click here to learn a new way to accelerate your mortgage payoff with an Index Universal Life Insurance.

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Download Our Informative E-books

For a free 1/2 hour consultation or to request several illustrations based on your situation, go to bookings.

Insurance and financial matters are complex and subject to change. The information provided on this website may not cover all possible scenarios or address individual circumstances. Any testimonials, case studies, or success stories shared on this website do not guarantee similar results for everyone. Individual experiences may vary based on a range of factors.

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Last updated: [8/17/2023]

Financial Compass, LLC with the license number # 233411  in the state of GA is the rightful owner of and is an insurance company and financial education company.

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