How would you describe the importance of family in your life?
I discover what you care about most so you can fulfill your family’s dreams regardless of what happens.
How much control do you have in your life?
I help you take control and empower you to live the life you truly desire.
What unique contribution do you want to give to the world?
I explore how you’re uniquely positioned to make an impact on what matters most to you.
What are dreams you want to fulfill while on this earth?
I confirm the hopes and dreams you have in life and share alternative approaches to achieve them more efficiently.
How important is positivity to your philosophy in life?
I help you recognize the good in what you already have and introduce ways to make it even better.
Leap Strategic Process™
CONTACT ME TO GET YOUR FREE COPY TODAY.
Smart Retirement: Discover the Strategic Movement Around Retirement Taxation®
This book will help you learn:
- How to use tax awareness to increase your net retirement income without adding risk
- Ways to reduce the amount of money you give the IRS during your retirement
- Why rate of return is a half-truth and how you can enhance your net returns by lowering your effective tax cost
- How Warren Buffet continues to grow his wealth through an actuarial concept called float and how you can integrate a similar approach in your personal finances
- The banker’s best math trick and how to stop if from costing you a comfortable retirement
- The three dates that forever changed the face and future of the American retirement system and how to use this knowledge to better protect your money.
If you would like to discuss more of what you saw in the video and receive your free copy of the book fill out the form below.
What Our Clients Say
“Tom has been a tremendous thought partner and advisor for several years. Under his guidance we have improved protection of our hard-earned assets, diversified our portfolio and we are strengthening our financial plan in the short and long term. Most importantly, Tom’s integrity and dedication to our best interests is unquestioned.”
“Personal finances are always on that list of things you want to get better at managing, but you’re not really sure where to start. So, you just let it evolve and hope that you’ll keep making more money and it will all work out. However, since I started working with Tom all that has changed. I now have a greater grasp on my financial picture than ever before, and I actually have a strategy for getting my money to work for me, instead of it working for the bank. It’s also a ton of fun to know that I’m not helping the banks get fatter on my money!”
“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”
Tom Suvansri of Premier Trust Advisors not only educated me on the idea of a whole life insurance policy, he also helped me realize the value and purpose it would serve in retirement and my family legacy. As a real estate investor, when I put this in motion, I couldn’t help but share the message with my friends and family so they too can put their family legacies in a better position to grow, sustain, preserve and leverage their wealth through whole life insurance policies.
It is rare to meet an insurance expert as great as Tom. His deep knowledge, relationships, access to amazing resources, his values, principles, level of care, and attitude all speak to his ultimate goal of creating, preserving, and protecting your family wealth and legacy. He is personable, patient, has a great sense of knowledge and most importantly has integrity and is trustworthy.
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Retirement Alpha: How Mortality Credits Improve Retirement Outcomes
This whitepaper covers how to:
- Address the biggest risk you will likely face in retirement
- Efficiently increase your retirement income with lower risk and have the opportunity to leave a legacy
- Create financial freedom to spend and invest your money instead of living a “just in case” retirement
- Leverage other people’s money to increase your retirement income
- Create a less stressful and happier retirement