Giving you an uncensored view of what's really going on with your money and what's possible.

We flip up the hood, and debunk the myths to help you take advantage of the Insurance/Financial Services Industry

Use the same Insurance Policies and Tax Codes the wealthy do to protect and grow your money

Our Services

Tax-Free Retirement Accounts (TFRA)

Your financial advisor probably haven't told you about these accounts, nor do they know how to set them up legally to be tax-free for the account holder.

  • This will Lock in your gains with a Zero floor

  • They can offer payment Flexibility

  • Provide Tax-Free Income using the US Tax Code

  • Establishes a Safety Net should something happen before you can invest enough to retire.

See if it's a good fit and if you qualify, set one up correctly.

Then enjoy knowing Uncle Sam can't tax you on this stash of cash.

Asset Protection

  • The #1 question you should be asking your Financial Advisor about your retirement

You have worked hard and hopefully invested wisely to accumulate the assets that will provide for a comfortable retirement.

Taking a loss at this point can be catastrophic and delay your retirement or eliminate it completely.

Simple steps can be taken to remove this risk and allow you to still grow your money without risk of market losses or outliving your resources.

Right about now you should be asking yourself why your financial advisor cant provided a solution that GUARANTEES the safety of your retirement funds?

Mortgage Protection

If you own a home with an outstanding loan balance this maybe an option for you to consider. Simply put this ensures your family wouldn't struggle to pay the overhead should something happen to the main breadwinner in the family.

The hard truth is most household spend hundreds of dollars every month on frivolous expenses yet they still have nothing in place to cover the mortgage payments and replace lost income when illness or tragedy strikes.

  • The REAL truth about all those mailers

  • Learn about your options

  • Relax knowing everything is covered as needed

The J & P

Keeping the Life in Life Insurance



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