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Learn More Retire Tax-Free Our philosophy is to help clients reach their
financial, estate, and tax-planning goals
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Wealth Preservation Learn How To Protect Your
Assets From "ALL" Creditors
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Get The Facts Now! Guaranteed Income For Life Enjoy Retirement & Still Plan For Future Generations

OUR CORE VALUES

Protecting and Preserving your Wealth

ASSET PROTECTION

All clients should take steps to have their wealth protected from creditors.

RETIRE TAX-FREE

For many people, funding a tax deferred 401(k) or IRA can be more tax hostile than tax favorable.

GUARANTEED INCOME

From 1999-2008 the S&P 500 stock index was negative (a lost decade).

Why Choose Us?

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.

PLAN YOUR FUTURE

TESTIMONIALS

“This book is the physician’s financial bible. No physician should practice medicine without one.”

“A well-earned thanks for greatly simplifying my life with a much improved proper corporate structure. Thank you for your expert yet understandable tax and asset protection
planning advice in the book. It will make a huge difference for my family. Thank God I read
your book.”

“Great book! Thanks for exposing Wall Street and the financial services industry for their self-serving, anti-consumer practices. You have created a must-read for everyone who is planning for their financial future.”

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Our Company 144 Grand Blvd

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