We help people without pension plans retire. Contact us for a cash flow study.

MAXIMIZING AVAILABLE ASSETS, INCOME STREAMS, AND LIFE INSURANCE

OPTIMIZE RETIREMENT PLANS

Utilize the two financial superpowers

  • Banks/wirehouses (equities)
  • Actuarial science (insurance companies)
  • Optimize portfolio at retirement age by creating a 1:1 ratio of equities
    and cash value life insurance

WEALTH BUILDING STRATEGIES

  • Build the highest retirement income possible
  • Create guaranteed income streams
  • Mitigate taxes on future income streams
  • “Cover the Asset” to grant permission to rapidly spend down assets
  • Create a bucket of cash to protect against market volatility
  • Insurance policies designed with minimal expense intended for maximum growth