We build your wealth, while you build your business
85% of life insurance "investments" we review are either dramatically overpriced or not really investment-grade. This can cost you millions in stunted growth. Do you know you've got the best?
All policies have the primary purose of the life insurance... However, if your policy isn't clearly designed for only ONE additional purpose, you have a policy that isn't going to perform.
Is your policy designed for retirement? We've reviewed policies that have a baked in, extra, $500,000 in unneeded fees. Basically, you could have bought an entire house with those fees... ouch.
Unlike people, life insurance companies are NOT created equal, at least not when designing a policy tooled for investing. When it comes to extracting money, the details matter.
The fact of the matter is most business owners don't know what to invest in because they don't have the bandwidth to research.
A business can take up all of your time and money. That said, if you treat your wealth-plan like a bill, you'll inevitably pay it.
We help you create a bill you actually WANT to pay.
Why? Because this bill helps you achieve freedom.
You're at Thanksgiving dinner with your extended family; everyone’s bragging about their kids, their job and how successful they are. For yet another year, your uncle Hank talks about his diversified portfolio and you tell him you’re on your 14th real estate course or “searching” the market for perfect first property.
Truth is, passive investing does require a lot of knowledge and finding the right opportunity. Unfortunately, you don’t make money while your figuring out your plan. Your indecision is costing you money.
Especially if you keep your start up capital in the bank… where it suffering from Inflation Erosion and missed returns, your indecision is actually losing you money.
If, to combat that inflation you have money in the market, your assets likely have zero protection from a downturn in the market. This leads to…
The truth is, a major market correction, is when those prepared and in-the-know, MULTIPLY their wealth, instead of simply adding to it.
If your money mirrors the returns of the market, you lose buying power at the exact moment, and rate, that you need liquid assets; thus missing the once-in-a-lifetime investing opportunities.
If cash is sitting in a savings account, your money is worse than lazy, its losing value to inflation… every day it sits in the bank, safe and sound, your cash is loses buying power.
While your 401k or IRA will likely produce a return, you must REMOVE those assets from the market to benefit from their growth.
You might be looking at your account value with little thought of the investment partner you've been investing for along the way… You say: “What?!? I don’t have an investment partner! This is all MY money!”…
Yes, the account is in your name, but when it comes to withdrawing that money, you’ve got a 20 to 30% partner in Uncle Sam! You owe TAXES when you withdraw money from your retirement accounts!
Unlike your 401k or IRA, there are accounts available with access within years, not decades.
It is possible to pay little to no taxes in retirement. You don't have to make an investment partner out of Uncle Sam.
What if you could ride the market up in good years, and skip out on the bad years? Our team can show you how.
Maybe your purpose for investing is to bring retirement forward. Planning this out is not a bad idea. We keep your "war chest" growing in the meantime.
The 2008 crash, like all crashes, is terrible for most - but not for all. Those who have liquid assets with retained buying power, don't just "weather the storm", they ride the lightning!
If you want to be prepared for retirement, but also want to be build wealth today, our team can help you build a strategy to accomplish both.
It's not easy, it takes greater discipline, but everything worth doing usually does.
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Developing a successful digital product is a complex process that requires choosing the right partner, applying innovative solutions, and following reliable processes.
We build your wealth, while you build your business