We Believe:

It is critical we challenge conventional wisdom in traditional wealth accumulation strategies and even more importantly, in wealth distribution strategies. It is critical we challenge the thinking of the Administration and its current strategies for confiscating wealth for we believe our client’s worst financial decisions are better than the government’s best decisions when it comes to how our clients should hold and spend their money.

In creating proven wealth strategies for our clients where cash flow generated from these strategies can be exempt from Federal and State Income taxes, therefore off the radar screen of the IRS.

​ How We Do This:

By focusing on strategies our clients can control instead of trying to pick market winners and losers in investments they don’t control. By using the current 109-year old tax code we give our clients the Tax Efficient Strategies that have been used by the wealthiest American families, large corporations and banks for generations. By using one of the oldest most financially sound companies in the country today.

By using products and strategies designed to generate cash flow distribution strategies in retirement that do not create taxable income.

Our Goal:

To create more benefits for our clients with more control, more options and with less risk than they are currently taking, and we do it without taking any money out of their pockets.