Think Differently About How Money Works
Non-Traditional Financial Concepts and Strategies to Most Efficiently Grow, Use and Spend Your Wealth
Non-Traditional Financial Concepts and Strategies to Most Efficiently Grow and Spend Your Wealth
Stop Listening
to Broke People.
Stop Listening
to Broke People.
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.
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.
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
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.