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Protect Your Assets, Reduce Your Tax Burden, and Prepare for Retirement

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BLACKSTONE

There is a lot of misinformation in the world, and much of that information is geared toward giving someone else control and access to your money.

Few advisors are dedicated to helping you to keep more of the money you’ve already made. It’s common not to recognize the impact the money you have already made can have on your life – especially if you get to keep more of it. 

We bring innovative approaches to wealth creation by challenging the financial industry status quo and returning control to each client. With an emphasis on creating tax-free wealth, our strategies allow clients to keep more of their earnings rather than allowing leakage from taxes, fees, poor performance, and lack of diversification.

WE SPECIALIZE IN

TAX-FREE WEALTH STRATEGIES

TAX-FREE STRATEGIES

Taxes are one of our most significant expenses in life and a vast piece of the financial puzzle that can often be overlooked. We utilize multiple strategies to help our clients pay less in taxes.
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Business Succession/ Exit Planning

Exit/Succession Planning

Every business owner will leave their business at some point. This may be due to Death, Disability, Retirement, Bankruptcy, or Economic changes. What happens to you, your family, your business, business partners, and their family when this happens?
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INFINITE BANKING

INFINITE BANKING

A process by which policyholders of high-cash value permanent life insurance become their own banker by taking loans against their policies rather than going to a lender.
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LIFE INSURANCE

LIFE INSURANCE

Life insurance is so much more than just a death benefit. We design our policies to provide you with access to tax-free income, for growth, critical and long-term care protection, multi-generational wealth, and more.
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RETIREMENT PLANNING

RETIREMENT PLANNING

We work with you to create a retirement plan that will identify and reduce as many financial risks as possible that you may face during your retirement.
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INCOME CREATION

INCOME CREATION

Income is the lifeblood of retirement. You will need a strategy for how you plan to efficiently distribute your assets to provide you with income in retirement.
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THE FLEX METHOD

THE FLEX METHOD

The Flex Method is a personalized strategy that combines performance through managed money with the stability and flexibility offered by life insurance.
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LEGACY PLANNING

LEGACY PLANNING

We devise a financial strategy that allows you to pass your assets and wealth to a loved one or charity upon death in the most tax-efficient manner possible.
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Tax Planning

Tax Planning

Most accountants are trained to focus on compliance. They are tax accountants and tax preparers, not tax strategist. We are tax strategists. We help our clients with proactive planning so they can legally pay as few taxes as possible.
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OUR PROCESS

1. Diagnose

It’s kind of like when you go to the doctor.

First, the doctor examines you and diagnoses the problem.
We perform a Diagnostic review of:
- Risk Assessment
- Cash-Flow / Income
- Taxes
- Estate/Legacy
And all the other pieces of your Financial Puzzle

2. Prescribe Solutions

We present a Holistic Solution that will:

- Reduce 8 Destroyers of Your Wealth
- Generate Tax-Free Passive Cash-Flow
- Reduce Taxes
- Estate/Legacy

Present recommended strategies to help you keep more of your money.

3. Fill the Prescription

Agree on & implement strategies

-Provide all necessary documentation so you remain compliant.
-Schedule Quarterly reviews of plan
-Monitor Plan
-Discuss next steps

Our job is to help you do as little work as possible so you can remain focused on your family and your business.

VIDEO LIBRARY

401(k)s: The 40-Year Failed Experiment

Tax-deferred accounts, like the 401(k) operate on the optimism that taxes will be lower for us in retirement. However, indicators point to taxes rising in the future. Are there alternatives that can better mitigate tax risks? Watch to hear more.


A Better Place to Store Liquid Capital

Your liquid capital has to reside somewhere. There is an account you can keep it in that offers higher returns than what a bank can provide, while maintaining liquidity. It gives you the ability to leverage someone else’s money to create tax-free passive cash flow. Watch to learn more.


How Market Losses Affect Your Portfolio

When you are ready to start pulling money out for income in retirement, there are few worse places to do so than Wall Street. Market fluctuations can be volatile, and when a loss occurs one needs time in order to recoup it. And, the gain needed just to get back to even is greater than the loss experienced.  Watch to learn more.

Saving Money in a Life Insurance Policy

If you could earn 4-6% compounding interest per year on your liquid capital, instead of the next-to-nothing the banks are paying you, would you be interested? What if we told you that no taxes needed to be paid on those earnings? That’s exactly what a properly structured life insurance policy can do. Watch to learn more.

Average Rate of Return is the Wrong Metric

Did you know you can have a positive average rate of return, and still lose money? The “actual rate of return”, or the yield, is a much better indicator of what you get to keep from your investments. Watch to learn more.



Enhancing Real Estate Returns Using Life Ins

Rather than let the bank capitalize and profit off your money, wouldn’t it make sense if you could cut out the middleman and retain your hard-earned dollars? By borrowing out of a properly structured life insurance policy, you could come out of your next home purchase pretty flush with cash. Watch to learn more.

The 401(k) Fallout

The Financial Crisis of 2008 taught many people a hard less about investing too much of their retirement savings into investment vehicles subject to market loss, like a 401(k). Don’t let another market crisis impact your retirement plans. Watch to learn more.


The Retirement Gamble (full documentary)

Trillions of dollars in Americans’ retirement savings are invested in large and small accounts managed by banks, brokerages, and mutual funds. But whether your IRA or 401(k) will assure a safe retirement is largely a gamble.  Watch this documentary to learn more.


The Pension Gamble (full documentary)

This 2018 documentary investigates the role of state governments and Wall Street in driving America’s public pensions into a multi-trillion-dollar hole. Are you relying on a pension for a piece of your retirement income? Watch to learn more about why that could be a gamble.


When I'm 65 | Full Documentary

Explore how our financial and lifestyle choices today will affect our quality of life in retirement. Using case studies, engaging animations, and lively expert interviews, “When I’m 65” looks at how aspirations and financial planning for retirement have changed. Original airdate 1/25/16.


The Untouchables (full documentary)

In this documentary, producer and correspondent Martin Smith  investigates why the U.S. Department of Justice failed to act on credible evidence that Wall Street knowingly packaged and sold toxic mortgage loans to investors, loans that brought the U.S. and world economies to the brink of collapse.

Can You Afford to Retire? (full documentary)

In this 2006 documentary, Can Your Afford to Retire?, FRONTLINE correspondent Hedrick Smith investigates the financial crisis and what middle-class Americans face in retirement. Don’t let another market collapse threaten your retirement plans. Watch to learn more.


The Coming Retirement Crisis | Raoul Pal

In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis. Watch to learn more.

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SCHEDULE VISIT

Our mission is to protect your assets, decrease your tax burden utilizing advanced tax planning strategies, and prepare for retirement, all while maintaining better control and understanding of your financial picture.

ABOUT

  • Our Team
  • Who We Serve
  • FAQs

SERVICES

  • Tax-Free Wealth Strategies
  • Retirement Planning
  • Life Insurance
  • Income Creation
  • Tax Planning
  • Estate Conservation

RESOURCES

  • Download our Book
  • Destruction of the 401(k)
  • Consumer Guides
  • Blog

CONTACT US

We are an independent financial services and tax-planning firm. We help reduce taxes for individuals and business owners. We create tax-free retirement strategies using the proper financial vehicles. We do not offer securities, but we do work with select firms that have the same values as we have. We believe the best way to build wealth is to have a holistic approach to the financial planning process. This includes diversified asset classes and having a balanced approached to minimizing taxes so you can maximize your returns.  This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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