Create Wealth that will Last for Generations

Keep More of your Wealth that is Being Lost and Secure Financial Freedom

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Family:

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.

Responsibility:

How much control do you have in your life?

I help you take control and empower you to live the life you truly desire.

Contribution:

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.

Vision:

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.

Positivity:

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.

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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.

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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