ATTENTION BUSINESS OWNERS, PROFESSIONALS & EXECUTIVES...
"WANT TO CONVERT YOUR TAX LIABILITY INTO UNTAXABLE WEALTH©?"
Discover how by downloading my brand new Guide below.
We Are Passionate About Helping Our Clients
Creating Untaxable Wealth & Lifestyle©
Growth is a necessity when it comes to building wealth. Our untaxable wealth strategies can help you reduce, recapture or possibly eliminate taxes to help you achieve your growth goals faster.
Iconic Investor Warren Buffet says The #1 Rule of Investing is to never lose money. Our Wealth Strategies are designed to not only protect your wealth but also eliminate the risk that traditional investments have.
It's not what you make, it's what you keep. Our Wealth Strategies will help you keep more of your hard earned wealth by reducing, recapturing and possibly eliminating your current and future tax liability.
For years, we've been helping Business Owners, Professionals, and Executives GROW, PROTECT, and KEEP their wealth by Living The Untaxable Lifestyle©.
In The Guide, You'll Discover...
✅ How to Escape the Retirement Tax Trap... unless you just love paying taxes, then ignore this
✅ The Three Types of Money and The One That Matters Most in Retirement... hint: it's the same one the Government hates because they lose out on the most tax-dollars!
✅ The Preferred Financial Vehicle Used By Top Investors... even your Bank, top Executives, and professional Athletes takes massive advantage of this!
✅ What Your Next Move Should Be to Become "Untaxable" in Retirement... but the longer you delay, the harder it will be to achieve (at all). The Government is wising-up so the window of opportunity is quickly closing!
THE UNTAXABLE WEALTH & LIFESTYLE PATH
SCHEDULE AN UNTAXABLE WEALTH EXPLORATION SESSION©
To see if you can qualify to build Untaxable Wealth© and Live the Untaxable Lifestyle©.
DEVELOP A UNTAXABLE WEALTH BLUEPRINT©
So you can reduce, recapture or possibly eliminate taxes in order to Build Untaxable Wealth©.
BUILD UNTAXABLE WEALTH© & LIVE THE UNTAXABLE LIFESYLE©
Spend time on things that matter most, live the Untaxable Lifestyle© and create Your Untaxable Legacy©.
The Big ISSUE...
Traditional way of managing your money, wealth and retirement savings vehicles (like 401(k)s and IRAs) have a couple of glaring issues. From a funding perspective, they're greatly limited. Most business owners and successful professionals want to save more than the government-imposed limits of these accounts.
From a tax standpoint, they grow tax-deferred until you withdraw the money in retirement. At which time, the IRS is going to take a big chunk of that money. How big of a chunk?
Based on tax rates since 1950, the top bracket has been between 28% to 92%.
YES. You read that right.
For decades, top tax rates were between 70-92%. There's talk in Congress of returning to those levels.
Essentially, with a tax-deferred investment vehicle, you're trading a known tax rate (that's HISTORICALLY VERY LOW) for an unknown rate that has a very high probability of being much greater.
Avoid the trap by scheduling a call today!
The GOOD News...
We help high-income business owners, executives and professionals to turn their biggest lifetime expense...taxes... into wealth, accelerating their ability to arrive at your ideal financial future on their own terms.
We do this by implementing The Untaxable Wealth Method that will reduce, recapture or possibly eliminate taxes either now or in the future.
There are strategies that we can help you implement to become virtually "UNTAXABLE"... without limiting on how you build your wealth or how much you can contribute to your retirement plans.
Listen, these are the same strategies utilized by about 70% of the Fortune 500 companies. We have discovered a way to take what the ultra-wealthy are doing and make it available to successful business owners, executives and professionals.
Contact us today to learn more!
IN TAXES SAVED
YEARS OF EXPERIENCE
BUILDING UNTAXABLE WEALTH
As a business owner and investor, I know how time can slip by, taking care of the business or household, ultimately leaving little time to take care of our future plans.
I’ve spent 30 years helping professionals and business owners... educating them about all options available that will align their plans and work with their goals and dreams.
At the same time, I take my role as an Untaxable Wealth Strategist seriously to thoroughly uncover any inefficiencies and gaps in your current plan, using a process of data gathering, education and implementation.
I’ve discovered, tested and validated strategies and solutions that not only allow you to reduce, recapture or possibly eliminate taxes either now or in the future.
These same strategies have allowed my family, and now, my friends and clients the opportunity to enjoy a far more abundant, richer, memorable and rewarding lifestyle.
Claim Your Untaxable Wealth Exploration Session To See If You Qualify
What people say about the strategy.
Hear what others say about how this strategy has transformed their wealth...
WONDERFUL CLIENT #1
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The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
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