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Chuck Layman Jr. has acquired over 30 years of experience in financial advising and is a second generation advisor.
Alicia Lewis is a third generation advisor who brings youthful determination that is coupled with innovative ideas to match the ever changing financial world.
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GrowSecure Inc.
1405 West 29th Street
Loveland, CO 80537
Phone: (970) 669-1225
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Estate Planning
Planning how to properly protect, preserve, and pass along your estate to your beneficiaries is one of the most vital components of your overall financial wellbeing. GrowSecure Inc. will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your beneficiaries will receive what you originally planned, GrowSecure Inc. will work with you in planning today, and with your beneficiaries in executing future strategies.
IRA Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement assets to your family and/or friends upon your passing, giving your accounts protection from the IRS. Grow Secure Financial Services can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with possibly very little tax due.
Trusts
Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact GrowSecure Inc. to learn more or to schedule an appointment with our insurance producers who specialize in estate planning. It is important to note that we do not intend, nor should be relied upon, for legal advice. Please speak with a professional specializing in this area.
Life Insurance
Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing. Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, GrowSecure Inc. can assist you in adding a life insurance component to your estate portfolio.