“What if everything you’ve learned about saving for retirement is wrong?”

It is not about the money you make. It is about how much money you get to keep.

Personal Financial Planning

Creating a Privatized Banking System
Cash Flow and Debt Elimination Planning
Tax-Free Retirement Plan with no Contribution Limit
QLACs
Estate and Legacy Planning
Tax Strategies

Disability Insurance

Retirement Protection
Student Loan Coverage

Business Planning

Exit and Succession Planning
Life Insurance in Succession Planning
Cash Flow and Tax Reduction Strategies
Financing Needs
Key Man Insurance
Buy-Sell Agreement
Corporate Financial Education
Employee Retention
Defined Benefit Plan
Fully Insured Defined Benefit Plan
Cash Balance Plan
ESOP
Profit Sharing Plan
Roth 401 (K)
Money Purchase Plan
Cross Purchase Buy Sell
Entity Purchase
Supplemental Executive Retirement Plan (SERP)
Executive Bonus 162 Plan

Business Owner Disability

Disability Buyout Insurance
Overheard Expense
Business Loan Payments

Workplace Benefits

HSA
Dental
Vision
Critical illness
Life Insurance
Accident
Cancer Insurance

Self-Funded Health Insurance

Don’t see what you’re looking for?

Get Your FREE Safe Wealth-Building Guide AND Book Chapter Here

Get Your FREE Safe Wealth-Building Guide AND Book Chapter Here

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!