Think Differently About How Money Works
Non-Traditional Financial Concepts and Strategies to Most Efficiently Grow and Spend Your Wealth
Traditional planning and investment advice is retirement ‘nest egg’ oriented with investments seeking higher rates of returns and increased volatility.
We believe in challenging the traditional ways of accumulating wealth and more importantly, the traditional ways of wealth distribution.
We operate under the philosophy that there is more financial opportunity by avoiding the losses than by picking the winners.
Stop Listening
to Broke People.
Most Americans don't realize that a tax free retirement is possible. We help individuals discover tax free income strategies, and help determine which strategy is your best fit.
What We Do
72(t) Specialists
Learn how to access retirement funds early without penalty
Velocity Banking
Use banking principles in your favor to get out of debt in 5-7 years, mortgage included
Infinite Banking Concept
Use banking principles in your favor to get out of debt in 5-7 years, mortgage included
Tax-Free Retirement
Alternatives to traditional plans like 401(k)'s and IRA's that provide tax-free income.
Income Planning
Income focused planning to insure you never run out of income in retirement
Business Owners
How business owners can protect and grow their wealth using their existing cash flow
Get In Touch
Building a Tax-Free Wealth Account
The Game Plan
Building a Tax-Free Wealth Account
Determine Your Goal
Choose the Vehicle
Reap the Benefits
Latest News & Blog
Read Our Latest Articles
What is an IUL?
With IULs (Indexed Universal Life policies) you can access a range of tax advantages that wouldn’t be available under a standard policy. Plus, it’s the perfect plan for passing on wealth to future gen... ...more
what-is-an-iul
March 02, 2023•3 min read
How You Can Attain Tax Free Wealth
If you’re looking for a flexible and tax-advantaged investment option, an index universal life insurance (IUL) policy may be just what you need. This type of life insurance policy offers a unique comb... ...more
How You Can Attain Tax Free Wealth
March 02, 2023•2 min read
How An IUL Can Give You Major Tax Advantages
Are you looking for a way to reduce your taxes and increase your wealth? If so, then an IUL may be the right investment for you. An IUL can provide major tax advantages that can help you both during y... ...more
How An IUL Can Give You Major Tax Advantages
March 02, 2023•4 min read
Most Americans don't realize that a tax free retirement is possible. We help individuals discover tax free strategies, and help determine which strategy is your best fit.