The Tax-Free Retirement Strategy the 401(k) Never Told You About
Built for protection. Powered by compound interest. Designed for families like yours.
Why Smart Savers Are Choosing IULs Over 401(k)s”
Built-In Protection from Market Losses
IULs aren’t invested directly in the market — they’re linked to it. So you can earn interest when the market goes up, but never lose money when it drops.
Tax-Free Income in Retirement
IULs aren’t invested directly in the market — they’re linked to it. So you can earn interest when the market goes up, but never lose money when it drops.
Liquid, Flexible, and Private
Use your IUL for anything — emergencies, opportunities, or retirement income. No IRS reporting, no early withdrawal penalties, and no usage restrictions.
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About Coordinated Financial Group, Inc
Coordinated Financial Group has been helping families and business owners protect and grow their wealth for over 30 years. Founded by David Hughes in 1990, CFG is built on a tradition of service, trust, and independent advice—free from the influence of any single company. With decades of combined experience, our team offers personalized strategies in life insurance, retirement planning, and estate preservation. As part of CFG, I specialize in Indexed Universal Life (IUL) and annuities, helping clients build tax-free income, avoid market losses, and secure their legacy. We proudly serve our clients from our office at 200 E Cypress Creek Road, Suite 105, Cedar Park, TX 78613.