Business Owner Exit Plan
Need a Business Escape Plan? 3 Steps to Your Dream Exit WITHOUT Compromising Your Life’s Work This COMPLIMENTARY Business Owner Exit Plan Guide Reveals: How to maximize your business value for your “best case scenario exit” 3 critical steps to take BEFORE you start planning your “escape” Discover when you CAN vs. when you SHOULD […]
Annuities & Guaranteed Income
Retirement Income “Shock Absorbers” 3 Reliable Strategies Used by Smart Investors Inside this COMPLIMENTARY guide, you’ll discover: “Smooth ride” strategies to gain financial confidence (without sacrificing long-term growth) How to avoid costly mistakes many investors aged 50+ make before, during , and after retirement “Secret” retirement income opportunities you may qualify for — that are […]
Life and Disability Insurance
Why High Earners Are Overlooking Their Most Valuable Asset How to Spot Yours Right Now Reveal your most powerful asset (it’s not what you think!) Identify your 3 most critical (and commonly overlooked) considerations Discover what you can do right now to add specific safeguards.
What is Long Term Care?
The sensitive truth about aging is losing self sufficiency. It is both financially challenging but emotionally charged subject for families. If you’ve ever had to watch a loved one lose their grip on cherished independence, you may be worried about what will happen to you when the time comes. Inside this report, we cover some […]
College Savings 529 Plans
A 529 plan is a tax-advantaged savings vehicle designed to encourage savings for future education expenses. 529 plans can be used on any qualifying expenses incurred at an undergraduate college, graduate level college, or a vocational/ trade school. Additionally, due to recent legislation, 529 plans can be used for private elementary and private high school […]
Retaining Top Talent
Losing a valuable member of your team can be expensive and negatively impact the value of your business. Your key employees’ contributions may be difficult to measure, but more wide-spread than you might think. Finding a replacement can create a financial burden that puts the business at risk. The right planning can give you the […]
Coming Into Money
How much of your sudden wealth will flow back into the taxman’s pockets? You’re not stupid. You know the money you’re coming into will have tax consequences and maybe even unexpected expenses. But do you REALLY know how much? Can you answer questions like: How will I be taxed based on the source of this […]
Estate Planning
Changed Regulations Open 6 Estate Plan “Wormholes” Law changes have created incredible estate planning opportunities for savvy Americans. However, the massive changes may have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an […]