Retirement Strategies

One of the key strategies for growing wealth is to minimize taxes on your money. It's natural to put off retirement planning—there are families to raise, college tuition to pay, and life to be lived. However, the earlier you begin socking away savings, the much better off you'll be in your "golden years." By using smart strategies, you can end up paying little or no taxes after you retire.

Let’s Be Honest; If We Can-

* Show you how to increase your money supply and cash flow at retirement.

* Provide more or better benefits for you and your family.

* Accomplish these two strategies and reduce your element of risk that you are currently taking.

* Accomplish all of this without reducing your lifestyle by one cent… without spending any more out of pocket than you currently spend, wouldn’t you want to know how?

* And if you knew that we can do all of this without charging you any fees, what would you have to lose?

 We specialize in preserving the financial integrity of your family.  

• How do you make sure you will have enough money each month for bills, expenses and most importantly, the things you enjoy?

• Is a qualified plan really a tax saving event?

• If something you thought to be true about your qualified plan was not true, when would you want to know about it? 

It’s your money, take control of it!

Liquidity means being able to get your money whenever you want, without penalties or fees.

Use of your money means being able to use your money any way you want, no questions asked.

Control of your money means you don’t have to go through a third party to get your money.

The three features of liquidity, use and control (LUC) are incredibly vital to the success of any financial vehicle. Whether it is due to unforeseen hardship or an unexpected opportunity, the majority of our money should be available whenever we want or need to access it.

With the advent of the 401(K), IRA, 403(B), 457(B), many consumers were coaxed into funding vehicles that were, and still are, almost completely out of their control. 

If you’ve got money tied up in a 401(K) or other qualified plans, you have very limited ways to access it in the event that you had an unforeseen hardship or an unexpected lucrative investment opportunity come your way. Not to mention that if you don’t use the money how and when the regulations outline you will be heavily penalized.

Let's talk.