Finding Solutions to Meet Your Financial Needs

Growing Wealth for Retirement

Asset Protection

Protect Your Assets From “ALL” Creditors

Guaranteed INCOME FOR LIFE

Enjoy Retirement & Still Plan For Future Generations

RETIRE TAX-FREE

Learn How You Can Set Up Your Financial Life For Success

Simplifying Complex Financial Issues

Math you can count on

The Journey to Financial Wellness Video

Assessing Risk Software

Know Exactly How Risky Your Investments are

Do You Want To Know Your Investment Risk Capacity?

Our Philosophy on Money Management

Create Guaranteed Income for Life, for You and Your Spouse

From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while funding a product that can also generate a “guaranteed income for life“ you can’t outlive, keep reading.

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How to Create Tax-Free Retirement Income

For many people, funding a tax-deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans.

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Protect Yourself from a Financially Devastating Long-Term Care Event.

Benefits of a SPL policy—A good way to help you understand why you need to learn about these products is simply to list the benefits. The benefits below are not necessarily offered with every product.

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Our Firm Covers a Full Range

Debt Elimination

Debt Elimination Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Debt Reduction Have ...

Analyzing Risk

Analyzing Risk Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Are Your Investments ...

Critical Capital Mass

Critical Capital Mass Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Critical Capital ...

Avoiding Bad Advisors

Avoiding Bad Advisors Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Avoiding Bad ...

Comprehensive Planning

Comprehensive Planning Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Comprehensive Planning The ...

3-Buckets to Build Wealth

3-Buckets to Build Wealth Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Using ...

WEALTH PRESERVATION

WHY CHOOSE US?

Our firm believes strongly in putting clients’ needs first. That may seem obvious, but when working with new clients, it is not always apparent that the previous advisor’s advice was what’s best for them.

Our firm prides itself in its knowledge of a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.

Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues, and much more.

We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.

MORE INFORMATION

Asset Protect Your Life

What is Asset Protection?

Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit. While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site. To view a brief video presentation on asset protection or to learn more click here.

Predicting The Future

Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backward in a Bear market? What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.? How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks). This website discusses many unique wealth-building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth. Learn more about wealth building tools

Stock Market Protection

Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)

What you are about to learn will be very exciting to you. For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye-opener. This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools. For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.

Finding Solutions to Meet Your Financial Needs

Asset Protection

Guaranteed INCOME FOR LIFE

RETIRE TAX-FREE

Simplifying Complex Financial Issues

Math you can count on