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Welcome To A New Way of Planning
ADVANCED PLANNING STRATEGIES

Tax Minimization Strategies

Do You Think Taxes Will Be Higher In The Future? Just Yes or No? 
Is It Possible Taxes Could Be Way Higher?
Do You Want To Pay Those Taxes? 
What if there was a way that you didn't have to pay all of those increased taxes in the future?
​What if it would just involve doing a little strategic planning in advance? Wouldn't that be amazing?​

Savings
​Strategies

Are you happy with what your checking, savings, CD, money market and short-term bond funds are paying in interest? Did you know if you have money earning .25% it will take that money 288 years to double in value using the "Rule of 72"? Are you okay with that? Wouldn't doubling your money every 24 years be a more effective and efficient use of your money?​

Legacy
​Strategies

​Would you prefer the Internal Revenue Service or your Family, Business or Charity be the primary beneficiary of your "Life's Work"?
You do realize that it is highly likely that your current plan has the Government as the primary beneficiary? Are you okay with that?​ What if we could help you reallocate your "Forever Taxable" monies (401K, IRA, 403(B) and 457 Plans) and turn them into "Never Taxable" monies so that once you are "up in heaven", the primary beneficiary of your "Life's Work" will be your family, business or charity(s)?

Business Tax
​Strategies

Did you know that there is a fully insured retirement plan that allows business owners to take large tax deductions of $30,000, $50,000 or even $100,000 or more in a given year?
Did you know that a recent rule change in regard to these plans allow a business owner to still take a large Tax Deduction for 2021?
​Wouldn't that be amazing?
What if there was a way that you could stay in complete control of your money until you take your last breath but instead of that money going to the Government, Nursing Home or Hospital, that money could stay in your FAMILY for generations to come, at the very least, even if you didn't do anything, wouldn't that be worth 15 minutes of your time?