Client Services

Financial Education for Financial Leadership

TAX-FREE RETIREMENT

MARKET LOSS & ASSET PROTECTION

MILLION DOLLAR BABY COLLEGE FUNDS

FAMILY BANK & WEALTH STRATEGIES

CRITICAL, CHRONIC & TERMINAL ILLNESS SUPPORT

TRUST, WILLS & LEGACY PLANNING

BUSINESS OWNER PLANS

LONG-TERM CARE

BUDGETING OR MANAGING EXPENSES

401K, IRA & RETIREMENT ACCOUNT ROLLOVERS

CRITICAL, CHRONIC & TERMINAL ILLNESS SUPPORT

FINANCIAL EDUCATION FOR FINANCAL LEADERSHIP

Individuals & Families

Financial Strategy Services

When was the last time you had a financial check up? We provide comprehensive financial needs analysis and planning-related services e.g., goal-setting, strategy options to pursue your grand vision

Financial Education & The Power of Indexed Accounts

Do you know the Rules of Money and the tools available to secure your financial well-being? Complimentary, we provide financial education and inform you of LASER funds and other accounts to protect, grow, and access your funds tax advantaged essential to helping you achieve financial freedom

Living benefits

Did you know there are resources to safeguard your family and yourself against expenses resulting from chronic, critical, or terminal illness not covered by medical insurance? We make it easier for you to meet unanticipated shortfalls affecting your expenses such as mortgage or rental, childcare, college tuition, transportation, clothing, cleaning services, and credit card debt. 

retirement & legacy planning

Have you secured your financial future? We help you understand how to secure a tax advantaged retirement, plan your legacy, keep more of what you have earned, and preserve your estate so that your values and commitments are honored while you build and sustain generational wealth 

funeral concierge planning

Are the plans already in place when a loved one dies? We facilitate affordable and winning solutions to concerns individuals and families have when faced with the death of loved ones. Independent of where their bodies are located, our 24/7 solution entails a full suite of on-demand consumer advocacy resources, beginning with a personalized plan. Let us help you in advance so that you can have peace of mind.

Businesses

Grow & Preserve wealth

Have you enabled your business to manifest and sustain the wealth that comes from talented employees? Advantage your business with knowledge of fundamental financial strategies to protect, grow, and sustain your talented team.

Reduce or eliminate unnecessary expenses

Would you be like many of our legal team’s clients, including owners of large, mid-sized, and small companies who are very surprised to learn the legal options available to them to minimize many of the expenses they take for granted? Benefit from expert free legal consultation to strengthen your business financially.

Use key employee, executive compensation plans

Did you know that you can protect your business from the loss of a key employee(s) while providing them with resources to advance their financial priorities, including protecting their families?

Leverage business continuation programs e.g., succession plans

How familiar are you with anchoring your business to preserve its brand integrity and reputation long-term? Leverage means to sustain talent, transfer knowledge, refine processes, promote key initiatives of the organization all while protecting it from an unexpected and sudden change.

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Powerful Financial | Insurance | Educational Programs

Financial Education

  • Infinite/Family Banking
  • Rules of Money
  • Tax-Free Retirement
  • Increase Cashflow
  • Protection of Principal
  • Protection of Assets
  • Preservation of Real Estate 
  • Funeral Concierge Planning
  • Long-Term Care
  • Retirement & Legacy Planning
  • Living Trusts & Wills
 
 

Products & Opportunities

  • Properly Structured Asset Protection Plans
  • Million Dollar Baby Plans
  • College Plans
  • 401k. 403b, IRA, Roth IRA, Rollovers
  • Living Benefits
  • Increase Cashflow
  • Reduce or Eliminate Capital Gain Taxes
  • Key Employee & Executive Bonus Plans
  • Succession Plans
  • Recession Proof Industry
  • Money, Time, & Location Freedom

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