Take Control of Your Financial Future

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

we are here to help

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

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