Do you wonder how risky your investments are?
Find out by using our Investment Risk Quick Score App!
All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. To learn how exposed your assets are to creditors and how to protect them, please click here
For many people, funding a tax deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool then tax-deferred plans. Click here to learn more.[/one_half_last]
Guaranteed Income for Life
From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return of up to 7% coupled with a guaranteed income for life that you can’t outlive, please click here to learn more
“Acceptable” Risk tolerance is different depending on who you ask. Ask an advisor who recommends stocks, mutual funds, and indexes, and you’ll get one answer. Ask an insurance agent who sells only fixed products and you’ll get a different answer.
Our program looks at risk from the consumer’s perspective not that of an advisor. The key is using metrics that makes sense to and fits the average investor. That can’t be done by using asking questions using linear plus/minus question in software.
Why Choose Us?
Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.
Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.
We hope you enjoy our web-site and find time to both read various parts of the site as well as watch several of the educational presentations.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site.
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This web-site discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.
Growing Your Retirement
Growing Your Retirement – Keep your money safe while growing your principal.