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The Economic Future We Are Living Into Is Far Different Than Anything We Have Experienced In The Past

We believe we are in a new financial paradigm that requires an entirely new way of thinking to prosper in this new economic future.

Our Beliefs

Distribution Strategy is Critical in Retirement

While accumulating and growing your assets during your working years is important.  We believe that having the proper distribution strategy that allows you to spend the most during your retirement years is more important than the amount you have. 

You Need to Leverage The Value of Certainty

Using proven strategies and the right financial products and planning to minimize the risks associated with factors like taxes and market volatility to create generational wealth by leveraging the value of financial certainty is just smart.

A Proper Estate Plan is Necessary

Assuring that you have the proper legal documents in place to protect your assets and wishes through proper estate planning is necessary for everyone.

This includes properly structured and funded wills and trusts to direct your financial, medical and charitable wishes.

What We Do For Our Clients

For over 40 years we have been helping our clients grow and protect their assets and families through a strategic financial planning process.

We teach our clients how to achieve long-term financial security by revealing the truth about how money really works and challenging traditional thinking.

Then we work with our team of specialists to navigate today’s complex and ever changing legal and digital world to make sure our clients have the greatest control and protection.

DON’T LOSE 20% – 40% OF YOUR RETIREMENT SAVINGS TO UNNECESSARY TAXES!

USE THE POTENTIAL TAX BILL CALCULATOR TO FIND OUT IN 30 SECONDS! 

Estate Planning

Areas of Possible Concern

  1. Properly Notarized HIPPA Compliant Healthcare Power of Attorney
  2. Beneficiary Designations on Your Accounts
  3. Risks of Using Joint Tenancy
  4. Protecting Your Children and Grandchildren Against a Lawsuit or Divorce
  5. IRA Beneficiary Trust
  6. Planning For Conservatorship Situations
  7. Spouse or Loved Ones Access to Your Retirement Accounts if You Are Incapacitated
  8. Healthcare Power of Attorney For Adult Children
  9. Properly and Fully Funded Trust
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