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Planning Your Financial Life

Protecting Your Wealth Member Our Services by

TAXES (IRS), Stock Market
Long-Term Care
& more. ...

Real Threats to Your Wealth

About Our Services STATE REPRESENTATIVE

10-Module
Financial
Literacy
Course

Learn to Protect & Grow Wealth

About Learn More

Lawsuits

Acts that cause damage breed lawsuits. Our focus is to protect our client's assets their negligent acts (intentional or not).

Taxes (IRS)

The IRS is your #1 guaranteed creditor every year. As such, part of a complete asset protection plan MUST include reducing taxes.

Stock Market

The stock market is a creditor that needs to be protected against may sounds counter-intuitive, but is a vitally important concept of asset protection.

Long-Term Care

One of, if not, the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete AP plan.

Client Solutions

The goal is to offer client first solutions. Rather than look at products or programs for our clients, we take the time to get to know your situation and your future goals.

Professional Team

Once we sort out what you may need to forward your financial life, we will bring in whatever team or advisor is necessary to assist in analysis & implementation.

Diverse Approach

Our approach is to be agnostic in our planning and client first solutions. All too often financial planners use cookie cutter strategies. We use solutions that fit our clients needs.

Technology

Where is may serve to gain insight, we use financial technology to assist in analysis and decision making. We go beyond spreadsheets to get you the best results.

Risk Score

So you wonder how risky your investments are?

When your people get up every day wanting to come to work, success happens,
we help you to ensure everyone is in the right jobs.
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3-Buckets to Build Wealth

We use a simple but powerful 3-bucket approach to help clients build wealth. This approach is designed so clients will take the least amount of risk to reach their retirement planning goals.
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Comprehensive Planning

Our comprehensive platform starts with making sure clients have an asset protection plan in place. Then we tackle estate and financial planning and for business clients, corporate structure and business transition.
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Avoiding Bad Advisors

Do you wonder if you are currently working with a competent advisor or one who puts their interests in front yours? On our site we provide eye opening information for people to determine if they are working with a "bad" advisor.
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Critical Capital Mass

Reaching your retirement planning goals is much easier when using tax efficient strategies. We use a simple online worksheet that lets people quickly determine how much they are wasting in extra tax payments by not doing good planning.
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Analyzing Risk

Many people think their wealth building assets are much less risky than they actually are. We use the most up to date technology to assess the risk of our client’s assets and to make sure they are aligned with their personal risk score.
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Wealth Management

Our focus when it comes to investment planning is to make sure clients always "take the least amount of risk to reach their investment goals." This is done using technology and money managers who manager risk as their #1 priority.

Getting to Know Our Clients

Making complex financial planning simple and straight-forward.

Safe Money Retirement Tools

01.

Understanding You

Assessment

Taking the time to understand your current financial situation is paramount to offering solutions to fit your life and future generations.
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02.

Review & Plan

Consultation

We want to meet with you to review and plan out our strategy. We realize life can change and we want to be with you the entire way.
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03.

Supporting Your Estate

Retirement Years

We want to be with you at all stages of your life. Retirement planning can be stressful but does not need to be. We work closely with you to find solutions.
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We Serve to Take the Complexities
Out of Your Decision Making

Offering Our Clients Straight Forward Financial Solutions.

Innovative Solutions

Offering financial solutions in a complex world. We serve to simplify your entire financial life.

Technology

We use technology interposed with human decision making to give our clients solutions that are easy to understand and implement.

Solutions for Today and Beyond

Bringing wealth preservation education established thinking to drive new retirement solutions.

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    Time to Think About Your Finances!