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©
GROW YOUR Untaxable WEALTH
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.
PROTECT YOUR Untaxable WEALTH
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.
KEEP YOUR Untaxable WEALTH
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.
Discover How To UNLOCK The Power Of Untaxable Wealth© & How to Convert Your Current & Future Liability Into Untaxable Wealth & Income
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©.
YOU ARE 3 STEPS AWAY FROM LIVING THE Untaxable LIFESTYLE©
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%.(a) For decades, top tax rates were between 70-92%. There's talk in Congress of returning to those levels. (b)
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 work to limit and potentially avoid their biggest lifetime expense...taxes... and focus on increasing their wealth by, accelerating their ability to arrive at an ideal financial future on their own terms.
We often do this by implementing The Untaxable Wealth Method that may reduce, recapture or possibly eliminate taxes either now or in the future.
There are strategies that we can help you implement that may increase your "Untaxable" wealth ...
Listen, as of December 31, 2020, these same strategies were utilized by over 3000 Banks nationally.(c) For the right situations, we 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!
100s
HAPPY CLIENTS
$1,000,000+
IN TAXES SAVED
15+
YEARS OF EXPERIENCE
THE POWER OF
BUILDING Untaxable WEALTH
Would you like someone who cares to “move the needle” for you? We utilize unique data gathering processes, including our “Untaxable Transformation Process”, to thoroughly look for any inefficiencies and gaps in your current plans. We offer expertise and experience that we often apply to a collaboration with your other Professionals: CPA, Attorney or other Advisors to help you meet your overall goals.
As an owner of RockPort Global, LLC, a Certified Financial Planner (CFP), and a Financial
Professional with over 25 years of experience our approach works to find areas to adjust and then products to meet your needs. We use robust technology to keep you connected during our processes and to help illustrate concepts in an easy to understand format
By working closely with me and RockPort Global, LLC, I believe you can worry less about your retirement and gain more time to do the things you love.
Let us help you reclaim control over your goals and financial ambitions, to build a relationship around giving helpful support geared to enhance your financial success.
Claim Your Untaxable Wealth Exploration Session To See If You Qualify
Our goal is to understand your financial hopes, goals, and desires and do our part to get you there.
To the extent we are able to do this, we have accomplished our mission helping you Build and Live
Untaxable Lifestyle.
What people say about the strategy.
Hear what others say about how this strategy has transformed their wealth...
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Contact Us Today To Get Started
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This material has been prepared for informational and educational purposes only. It should not be construed as a recommendation and is not intended to provide tax, legal or accounting advice. Strategies discussed herein may not be suitable or applicable for all investors. Past performance may not be indicative of future results. Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
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