Safeguard Your Assets .... Better Your Financial Future through Charitable Donations
Past performance is no guarantee for future returns. But whether you are in your 30s, about to retire or in retirement, would you have liked to see your money return up to 14%+/year for the last 10 years*?!! How would you feel if these products also provided a guarantee not to lose your hard earned $$ if the stocks went down?! Can you duplicate these results year in and year out, even if you are a whiz at investing in stocks?! Can you eliminate the inherent risk in stock investments?! What if you can, add on Tax Free or Tax Deferral advantages?
Please watch the short Power Point Video below to understand very powerful and creativeWealth Strategies (we tried to make it a 2-minute video, but no way can you internalize these concepts in 2 minutes when we are talking about one of the most important topics for all families – namely their financial future). These concepts and Tools are routinely used by the top 1% income earners, and why not use them with our help, to enhance your own Financial Future? We can show you how money can work, and how to make it work for you.
Excluding our advanced Trust concepts, our Wealth Strategies mainly focus on generating Tax Free Income to our clients; as well as providing them with highly effective College Funding solutions; Worry Free Retirement Incomes and Creating a Legacy for their Families or their Family Foundations. We also provide great alternates to 401K and 403b programs as well as powerful means for IRA and 401K Rollovers without impacting your Tax situation. Did you insure your 401K funds?
If you are a Business owner, we have quite a few Strategies to make your Financial life easy while providing protection and peace of mind. We can also show how your monthly cash flow expenses like payroll, rent, taxes, payments to suppliers etc., also make you additional money while taking care of your business obligations!
There are so many misconceptions about future taxes. Are you properly positioning yourself whatever the future Tax situation might be?
Hatetopay all those high Taxes when you sell your highly appreciated assets like Stocks, Real Estate, Businesses, art etc.? Would you like us to show you how to eliminate those Capital Gains Taxes, and/or show how to make 100% of the money you got from the sale of your assets to work for you (instead of sharing it with IRS)?!
We are all living longer. Almost all of us will be needing Long-Term Care (LTC) Insurance in our Golden Years. Would you like to know how you do not have to use your hard-earned money to pay for your LTC expenses? As the video tells you, LTC insurance can be expensive but not having LTC insurance can be even more expensive. For qualified clients, we can show how you can get LTC expenses paid for with no out of pocket $$ for you! If you are nearing Retirement or already Retired, you should definitely talk to us for LTC and other additional benefits, that are absolutely essential for the 50+ age group.
Most Clients create, think of and use Trusts in a passive way. These Trusts can provide some security and financial flexibility. But for the most part these Trusts do not create any additional wealth for them. Unfortunately, 90%+ of the Trust Planners and Trust attorneys lack the specialized knowledge and create these non-wealth generating Trusts for their clients. We believe in addition to providing security and financial flexibility, your Money and Trusts should be creating more wealth for you. The various Case Examples from this website show you how!! Do you like the concept of enhancing your wealth while donating to charities?!! If you are a non-profit organization, would you like to know how you can help your donors’ contributions work for them too, while helping your non-profit? If you offer this solution, how much more contributions can you generate?
After watching the video, please contact the Advisor or the CPA that sent you this link; or contact us directly if you received this link from a friend or an associate. The Person referring you cared enough to help you better your current and future financial positions, and we would love to thank them for their caring. We can prepare your own customized Wealth Strategies with no obligation, as well as provide you more details on the concepts that were introduced. After contacting us, read through the Home page as well as the Case Examples page of this website to see some advanced concepts. Most likely some of them may not apply to you, but good knowledge is always helpful and as a minimum you can show off to your friends!
If you are thinking of donating to Charities or represent a Charitable Foundation; interested in Tax Free, Tax Deferred incomes and 401K/IRA rollovers; currently enrolled in 401K (or 403b) programs; if you are a Professional (Doctor, Dentist, Lawyer, Engineer, Executives, IT Professionals etc.) or a business owner making over $100K/year; belong to the 30+ age group; like to know more about Tax savings strategies, College Funding, Worry Free Retirement Incomes etc:
