We build your wealth, while you build your business
We help business owners increase assets that both strengthen their future retirement and build today's income streams.
If success was AT BEST 20 years away, would you start a business?
We didn't think so... Why would you do the same thing with your wealth and retirement?
Have a plan for retirement so focused on "retiring" you feel you're missing the boat on building wealth - now? No plan at all? We can help.
Running a business can leave little time for other priorities... Like investing for retirement and building additional income streams. We help you get started today.
"Preparing" for the journey to build assets is a complex process of market timing, financial preparedness... and taming your nerves. While getting you situated, we make sure you're money is ready when the stars align.
You're War Chest is ready but you are still without the knowledge to jump into asset building... This is where we take you to Phase Two: "Finding the Deal" and "Pulling the Trigger". Done with You and Done for You - Coming Q4 2025
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!
What if you had access to strategies usually reserved for owners and CEOs of Fortune 500 companies?
What if these strategies could have a dual purpose - Help you prepare efficiently and effectively for retirement as well as prepare to invest in residual income sources?
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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Let's be honest, investing is HEAVILY dependent on trust. You don't know us... this results in wasted time all around. So read some of our blogs and watch our videos. When you learn what we do and like our methods, then...
Now that you know a bit about who we are and what we do, let's start to relate it to your personal situation. We don't charge anything for this review.
We've collected enough information to review some solutions to bring to the table. Every business and owner is different. Some of you are not ready to do the kind of investing you want.
We'll show you strategies that fit your exact situation - where you are today.
The goal: You and your family building income producing assets that also secure your retirement.
Now's where the rubber meets the road. We'll get you started on whatever "step-one" is for you. Whether immediately or in the near future, we'll get you prepped and on your way.
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.
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