The economy landscape is evolving…

Why are you still investing the same way they did last century?

As industries change, they find more creative ways to become better and more efficient to get to the end result.  This is the same in the long term investment world.  As pensions disappear, 401k plans reduce their matching ability, questions on Social Security, etc., it leaves it up to you to make sure that you can enjoy your future and/or leave a legacy for your loved ones.

Strategies Include:

• Tax-Deferred Plans
• Tax-Free Income
• Protect from Market Loss
• Creditor Protection
• Lifetime Income Options
• Premium Financing
• Executive Bonus
• Liquidity
• Life Insurance w/ Living Benefits

We have an answer!

Whether you are looking for supplemental retirement above your company’s plan, or need a company plan for your business, we have an answer for you!  We have many clients that ask us how their current plans can be maximized (or if something additional is needed). Our focus is for you to understand the ins and outs of your plan (simplified).

Entrepreneur / Business / 1099

From building bonus plans for your “key” individuals, to cost-effective plans for your employees, we know the way!  In addition, you are the keystone to your business, so why can’t you have a customized plan for who matters most, you and your family!  With our creative solutions, you will be able to invest and know that your retirement is the least of your worries.

Investment… in Yourself!

($100k+ salary or $2M+ net worth)

High Net Worth Individuals need more creative ways to leverage their money for investing.  From using “Bank without a bank” or 3:1 (bank to client) leveraging for investments, you need the answers.  We keep it simple, straight to the point, so you can do what you’re good at… making more money!