Built for people who want their money to work smarter.
We work with individuals’ businesses to create financial plans that actually make sense. From tax-free retirement savings to annuity rollovers and steady post-retirement income, we bring clarity to decisions that last decades with real math and years of hands-on experience.
- Tax Planning
- Cash Flow Setup for Individuals & Businesses
- Retirement Income Mapping
- Annuity Rollover Support
- Business Accounting
- Strategic Financial Planning
- Bank and Loan Guidance
- Internal Controls for Small Teams
our services
01.
Tax-Free Retirement
A tax-free retirement lets you keep more of what you’ve earned—so you can enjoy your future without worrying about rising taxes.
02.
401k- IRA Rollover
Rolling your 401(k) or IRA into an indexed annuity protects your retirement savings from market loss while providing guaranteed, lifelong income
03.
College Planning
College planning with an IUL lets you grow money tax-deferred and access it tax-free—without affecting financial aid eligibility or locking funds into education-only use.
04.
Long-Term Care
Long-term care insurance gives you and your loved one’s peace of mind, knowing you’ll be cared for with dignity—without becoming a financial burden.
05.
Annuity Rollover
Put your money to work for you without the downside of the market
06.
Temporary and Permanent Life Insurance
Temporary life insurance offers affordable, short-term protection, while permanent life insurance provides lifelong coverage with tax-advantaged cash value you can access while living.
The right financial decisions start with the right people.
The right financial decisions start with the right people.
At Showtime Financials, we’re more than just advisors—we’re your partners in building a strong, confident financial future. With decades of combined experience, our team specializes in personalized, tax-efficient strategies that help individuals, families, and business owners make smart decisions about retirement planning, college funding, life insurance, and long-term wealth protection.
We understand that no two financial journeys are the same. That’s why we take the time to get to know your goals, challenges, and vision for the future—then build a strategy tailored just for you. Our mission is to simplify the complex, guide with integrity, and empower you to make choices that bring lasting peace of mind.
When you work with Showtime Financials, you’re not just planning for the future—you’re partnering with people who care about helping you get there.
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“Finally got a retirement plan I actually understand.”
They broke everything down into simple terms and helped me make smarter choices. My money’s in better shape now than it’s ever been.
Dana Lee
Freelance Consultant, Miami
“No one explained taxes to me like this before.”
They helped me stop overpaying and taught me how to keep more of what I earn. Felt like I got a raise without changing jobs.
Caleb Morrison
Sales Rep, Atlanta
“I booked a free call expecting a pitch. Instead, I got answers.”
They didn’t sell me anything. Just walked me through my options and helped me fix a savings plan I’d been avoiding for years.
James Holloway
Warehouse Manager, Dallas
“I started late on saving. They didn’t judge—just helped.”
In one session, I got a full view of what I could still do with tax-free savings and how to stretch my income into retirement.
Priya Nair
School Administrator, Chicago
“They helped me roll over my annuity without penalties and saved me a huge tax bill.”
Thanks to their clear step-by-step process, I moved everything smoothly. No guesswork, no pressure—just great advice that worked.
Marcus Rivera
Retired Engineer, Louisville