No Stress Retirement

Our No Stress Retirement means exactly that. Our plans are structured with safety, growth, income, liquidity and tax efficiency in mind.

No Stress Retirement plans allow you to profit with stock-market-like gains, and protection against market losses. Designed specifically for your needs, it can offer tax-free income for life, pay if you are critically sick or injured and provide tax free-benefits paid to your heirs.

  • Stock Market-Like Gains
  • Guaranteed to Never Lose Money From Market Downturns
  • Can Offer Tax-Free Income for Life
  • Living Benefits
  • Tax Free Death Benefits
  • Minimized Taxes

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Business Expense
Reduction Solutions

We spend OUR money to audit your workers comp insurance, waste and recycling service and credit card merchant accounts to find cost savings opportunities. NO need to change vendors or services! The audits are free to you!

We also seek out tax incentives and reclassifications of property tax liabilities to offer dramatic savings.

Typical clients save $80,000 - $480,000 and our partners have identified more than $4 billion in benefits for our business clients.

  • Property Tax Reductions
  • Specialized Tax Incentives
  • Cost Segregation Reviews
  • Worker's Comp Cost Audits
  • Waste/Recycling Cost Audit
  • Credit Card Merch. Audits

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Expense to Profits
Program

Your business expenses can earn you money instead of costing money. Our unique program can transform all of your business expenses into profits.

Learn how all of your monthly cash flow including wages, components costs, electric, rent and insurance, just name just a few, can earn significant income for you.

This program will also build personal wealth, that will earn stock-market-like gains with no market risk.

  • Turn Cash Flow to Profits
  • Use Expenses to Build Wealth
  • Get Stock-Market-Like Gains
  • No Market Risk
  • Build Tax-Free Income for Life
  • Minimized Taxes

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College Planning
Advisory

We are a single source for college funding and financial aid planning needs.  We help families make college more affordable and eliminate the anxiety of paying for college.  

We ease the financial burden on how to accomplish paying for college while easing and increasing your lifestyle after college, and eliminating any and all college debt accrued.

We walk with your family and your student throughout the whole process, designating you with your own personal coach.

  • College Cost Reduction
  • Affordable Funding Solutions
  • Financial Aid Estimator
  • Scholarship Eligibility Aid
  • Financial Planning

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