Take Control of Your Financial Future
Protect Your Assets, Reduce Your Tax Burden, and Prepare for Retirement
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
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
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
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
-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.
401(k)s: The 40-Year Failed Experiment
A Better Place to Store Liquid Capital
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
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)
The Pension Gamble (full documentary)
When I'm 65 | Full Documentary
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)
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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