HIGHER

 

They focus on three areas:

(1)  Educating the senior population in financial strategies while maintaining and securing their clients’ wealth to last a lifetime. Bob and Terry help their clients reduce or eliminate taxes, assist in The End of Life Planning, Long Term Care, and VA Aid and Attendance.  The Grooms team makes sure their client’s assets are passed on successfully to their heirs.

(2)  The Infinite Banking Concept. Educating people how they can eliminate the interest they pay for large ticket items such as cars or equipment by becoming their own family bank.

(3)  Arbitrage. Bob & Terry guide clients through the retirement planning process and leave nothing to chance. The Annuity Arbitrage Program demonstrates the power of leverage to help provide survivor income, enhance estate assets and provide estate liquidity as well as potential protection from taxation.  Additionally, our client’s heirs can participate in tax free, probate free, cash.

They have certifications including. “IRA University – Keys to the IRA Kingdom,” “Retirement Planning University,” “Medicaid & VA Aid and Attendance,” “Becoming Your Own Banker,” as well as “MMA Financial Analysis Certification.”

Bob was in education for 30 years. Teaching is his passion. Honored with several peoples choice awards, Who’s Who Among Teachers, and being Walmart’s Teacher of the Year, Bob feels blessed every day to work with his lovely bride of 35 years and his great clients.

Terry is a dream builder.  She takes her clients dreams and turns them into financial realities.  Having a servant’s spirit, she has owned and operated several successful businesses in La Junta, CO.  Known for her caring (but get it done) attitude she is the backbone of La Junta’s Accelerated Wealth’s success.