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 Retire Tax-Free!

Download a free copy of "Retirement Planning is Broken."  Learn how you can create a no risk, tax free retirement today!

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Retirement Planning is Broken!

If future tax rates can't be predicted, then how do you know if the money you have saved in your 401k and IRAs will be enough?


The IRS reserves the right to adjust tax rates and history has shown they have no reluctance. The marginal tax rate for the highest income earners has been as low as 37% and as high as 94%, which happened in 1944. Currently, tax rates are as low as they've ever been, which means they're ripe for an increase.


So the key to successful retirement planning is to protect your money from tax increases and market losses you can't predict. We use a proven strategy that accomplishes both.


Take advantage of the retirement strategy that optimizes your money and gives you the safety and tax free income you deserve!

Innovating Retirement

Business Meeting

We Are Innovating Retirement!

We put into practice what the affluent have known for generations, which is that traditional retirement planning alone isn't enough or the most optimal.


Life insurance is the key to creating a legacy and passing wealth on from generation to generation. It is also a seldom used, but extremely efficient cash accumulation tool that is totally tax free and unburdened by any contribution limits or income limits that the IRS assigns to 401ks and IRAs.


By leveraging specific strategies using life insurance, we create pension-like income, except it's tax free. You'll also enjoy market growth with no risk or withdraw penalties, access to your money when you need it, and as mentioned previous, no contribution or income limits.

Tax Free Income

 Tax free income for life.

Market Growth

Assets Grow with the market.

No Penalty

No 10% Withdraw Penalty.

No Risk
Total Access

Total Withdrawal Freedom

No Limits

No Risk of Market Loss

No Contribution or Income Limits

Schedule your FREE consultation to discuss tax free income strategies for your retirement.

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