Dodd-Frank Act

You don’t want your retirement wealth to fall into the hands of the government. You didn’t work hard just to have it taken from you and your family. The solution is quite simple, it’s creating a Private Banking Strategy whereby you don’t leave yourself exposed to government taxation and taking....

7 trillion dollars of baby-boomers’ cash assets in qualified government sponsored retirement plans are in the crosshairs for the taking. Via the Secure Act, congress has increased the taxation of qualified plans and will continue to move the goalposts in their favor and to your detriment. They’ve set us up...

Have you taken the time to calculate the numbers to know how much money you need to retire comfortably? If you’ve gotten serious about accurate retirement planning, then you need to know how much money you’ll need. Some people think that $1 Million would do it for them; others think...

“It’s not what you make that counts, it’s what you keep that counts.” And what you keep entirely depends on having an asset protection plan in place. Having an asset protection plan in place is a necessity for those who have cash, real estate, a business or any other asset worth protecting. Fact is,...