Asset Protection Wealth ACCUMULATION RETIREMENT TAX PLANNING
Educating You on the Best Options for Your Retirement!
WHY PAY "OPTIONAL" TAXES?
How Much Tax Will You Have to Pay?
If your retirement savings are sitting in accounts where the taxes are deferred, you have a tremendous liability awaiting you.
Taxes could go up. Tax brackets could change. Congress could simply choose to give all of these accounts a haircut!
If you really want to know about taxes that you can avoid with proper planning, click on the link below.
I call these taxes "Optional Income Taxes" because there is a solid strategy to legally avoid them!
Why pay taxes you don't have to pay?
Do You Have an Unwanted Partner in Your Retirement Accounts?
You may very well have an unwanted partner in your retirement savings accounts. THE IRS! The sad part is - You are the Junior Partner. The IRS is the Senior Partner! And you don't get a vote.
Would you like to get the IRS out of your retirement savings accounts ASAP?
Attend this short training to learn how:
Let Us Teach You The Code!
Being educated on your investment strategy empowers you to make informed decisions, reducing risks and enhancing potential returns. Understanding the "code" helps you navigate financial markets confidently. A well-informed investor, who knows the "code," can adapt strategies to changing conditions, ensuring long-term financial growth & stability. Knowledge is power in the world of investing.
This is NOT magic! It is Math & Science. We want to teach you how it all works so that you know EXACTLY how your retirement nest egg is growing!
What We Do.....
Is your 401k or IRA an IOU to the IRS?
Would you be amazed if we showed you a way to get all of the taxation out of your 401k or IRA and have somebody else pay the taxes for you?
You have a silent partner in your IRA or 401k waiting for you to retire and claim their ever-increasing share! Don't let Uncle Sam make you the victim. If I could save you up to $100,000 or more in retirement, would it be worth the conversation? Please contact me for a totally free tax analysis of your retirement account! See our write-up in Economic Insider!
Life Insurance
Your overall retirement strategy must include Life Insurance at strategic points along the way. It is the first building block in constructing a solid retirement plan. Now is the time to do this....while Life Insurance is less expensive and you are still insurable at the lowest cost.
100% of widows believe this is INCREDIBLY important!
I started in the Life Insurance business over 40 years ago and I know how to find the right solution for each individual need.
Living Benefits
Did you know that there is a new type of Life Insurance you should have that doesn't require that you die in order to access the benefits? (Do you still have the old kind?) Life insurance with "Living Benefits" is designed to make money available to you in case you become critically, chroniclaly or terminally ill.
It is there to keep your family afloat in case of an unexpected illness and it is still there for your family should you encounter an early end to your life here on earth. To learn more about this Schedule time with me or to watch a video on this subject.....
Our Goals for You!
Your retirement is your baby. Even if you have a "plan" in place, it never hurts to put another set of eyes on the patient. (second opinion) We take a holistic approach to your entire retirement strategy. Let us help you minimize taxation, maximize retirement dollars, guarantee you a lifelong stream of income and protect those you love along the way. We do not charge you for our Strategic Assesment. Put us to the test!
We are excited to speak with you!
Jim
Ask us how we offer so many services for our clients.
Digital Family Office
When you approach clients with an all-inclusive, holistic solution that addresses every side of their retirement planning, it is much easier to put a more cohesive plan in place. Our office includes professionals who specialize in each of the important segments from the smallest bit of advice to very complex planning.
