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DOWNLOAD OUR [eBook] LONG TERM CARE, 2019 AND BEYOND
“Little Known Secrets about “Long Term Care” Provisions – THAT – Your Agent Will NOT Tell You (because they DON’T KNOW, or worse yet they KNOW but want to sell you more “stuff”)
We specialize in asset protection, life retirement, legacy building and generational wealth preservation strategies.
Asset Protection
PROTECT THE ONES YOU LOVE - Understand the complex maze of asset protection options so that your family will create and sustain generational wealth. Whether your asset protection includes personal wealth, family business or any other type of legacy, we help you understand your options.
Life Retirement
SLEEP WELL AT NIGHT - Creative wealth building and preservation strategies so that your golden years are indeed golden and not spent recovering from losses in the market. Retirement income secured by a floor if the markets go south - WITH - substantial upside.
Long Term Care
FEAR NOT - Do you fear the expenses of LTC (long term care) may deplete or destroy your life savings and families wealth? We help you understand and mitigate the risk of expensive long term care so that your wealth is passed along to your family, NOT the health care system.
The Super Roth
The Super Roth uses after-tax contributions as premiums into a permanent life insurance policy – whole life, indexed universal life or variable universal life insurance. When the need for death benefit coverage and retirement income collide, the perfect storm is created for a Super Roth is created. These policies are structured in a manner to minimize the life insurance death benefit and maximimize the tax-free cash accumulation growth allowed within policy limits set forth in IRS Section 7702
TAX FREE RETIREMENT
Not knowing where to put your nest egg and retirement funds can lead to sleepless nights. We empower people with the asset protection and retirement income tools to ensure our clients sleep well at night knowing that they can live their golden years tax free.
GENERATIONAL WEALTH & LEGACY
Learn more about the tools and financial vehicles that have built generational wealth for some of the wealthiest people in history. The tools and financial instruments are designed for wealth preservation, legacy building and ensuring generational wealth transition.
OUR PROCESS
UNDERSTANDING YOUR NEEDS
Our process begins with understanding you, your needs, your family and your goals. We start with a risk analysis and a series of carefully scripted questions to best understand everything about you and your assets, retirement and financial goals.
ASSESSMENT, DESIGN & PLANNING
The second step of our process is to plan and design and custom tailored solution to meet your asset protection needs and financial goals. You can be assured that the plan(s) we present to you are carefully vetted by our team of advisors and analysts.
ASSET PROTECTION & RETIREMENT EXECUTION
After plans are reviewed by you and your team of advisors, we implement the asset protection solution and financial vehicle(s) are the best fit for both your current and future needs.
WHO WE CAN HELP ...
Non-profits are constantly challenged with challenges that include funding, sustainability, key employee retention, constituent engagement, and many systemic issues. We take great pride in helping non-profits, organizations, and congregations better understand those challenges and make informed decisions. Our portfolio of plans, products, and policies are designed to help your non-profit create short term results and long term sustainability.
Small business owners like restauranteurs, service professionals, lawyers, retail and healthcare professionals are also responsible for their own asset protection and retirement planning. Understanding the best instruments to accomplish your goals is not one-size-fits-all. We provide flexible planning, strategies and instruments for the entire lifecycle of small business owners.
Depending on where you are at in your career, risk tolerance is a vital factor in understanding how to manage asset protection and retirement planning. The facts are the older you get, the more sleepless nights there are worrying about retirement, legacy and generational wealth. We specializing in understanding where you are at in life, in your career and your goals and providing a low risk options, 0% floor, with significant upside for growth.
