About Us |
|
Eric Coons | Owner, MDRT
Eric Coons is the owner of Kaleidoscope Financial, an independent insurance agency, located in Springdale, Arkansas.
With 18 years of industry experience as an independent annuities broker, Eric manages over 200 million in Fixed and Indexed annuities with clients in Arkansas, Missouri, Texas and Oklahoma. Eric is a member of the Million Dollar Round Table and has been awarded numerous sales achievement honors. Eric has also been featured as a contributing author for annuity.com and thinkadvisor.com Prior to his career with Kaleidoscope, Eric spent four years as an Artilleryman/Scout/Fire Direction Specialist in the United States Army, as well as serving in Baghdad, Iraq for 18 months during Operation Iraqi Freedom. Eric is married to his wife Kendra, he has two teenage daughters, Linden & Kellen and a step-daughter named Kynzlee. In his free time, Eric enjoys traveling, producing instrumental music for various media outlets as well as attending the girls’ sporting events. |
|
|
Wes Morgan | Retirement Planning SpecialistWes and his family reside in Bauxite, Arkansas, where they enjoy the outdoors and community involvement with their church.
He has been in the financial services industry for 18 years, beginning his career with Northwestern Mutual. Wes owns and manages his firm, Morgan Financial Services, specializing in annuities helping his clients plan their retirement by assisting them to reduce their market risk and saving taxes. Wes has been named top producers numerous times and enjoys a national reputation. Future plans include producing his own podcast sharing his ideas about a careful approach to retirement planning. Wes is always available as a volunteer to help local disabled children enjoy fishing and experience the joys of Arkansas outdoors with C.A.S.T. for Kids an organization enriching kids’ lives through fishing. Wes and his wife Juli have been married 19 years, and they enjoy their two children, Ross and Tinley. They enjoy spending time outdoors and watching their two children compete in various sporting events. |
Read Eric Coons' Articles
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
|
As Heard & Featured On:
KFAY 1020 AM
Saturday 1:00 pm
Sunday 8:00 AM
Saturday 1:00 pm
Sunday 8:00 AM
Listen to Recent Segments!
|
Black Swan
By: Eric Coons
|
Elevator Analogy
By: Eric Coons
|
No Losses
By: Eric Coons
|
|
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Eric's safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule |
|
We Love To Meet New People!
Contact Us
|
MAIN OFFICE
2988 W. Huntsville Ave. Suite A Springdale, AR 72762 |
|
EMAIL
eric@kaleidoscopeannuity.com |
|
CALL US
(501) 743-1461 Fax: (479) 308-0219 |
|
|
|
