Fire Uncle Sam as your business partner in retirement. Pay tax on the seed and not on the harvest, enabling a tax-free retirement. 

    Did you know: there are no funds in Social Security? The money that should be there is now diverted in to the General Budget and becomes part of the National Debt. Now is the time to protect your retirement years!

    Due to the economic volatility of the economy these days, it is imperative to have alternate retirement funds. Why depend on someone else to fund your retirement? Take control and retire wealthy!

    Specializing in the Baby Boomer segment of the population - creating alternative solutions to Retirement Planning by creating Tax-Free Income versus the taxed upon qualified retirement plan 401(k). 

     With the current bailouts, how do you think the government is going to fund it? Probably with taxes. So that means, in all likelihood, taxes will probably go up. Is it possible that taxes will go down? Possible but, not likely. 

    What does this mean for you? It means that your best plan, in our opinion is to transition those monies into a plan that will provide Tax-Free Income at Retirement or to at least start a plan that will provide some tax-free income at Retirement. We can help you with that process. 

    We can provide you a no-obligation quote that will demonstrate, a Retirement Vehicle that will keep your investment safe, guarantee returns, and provide Tax-Free Income in Retirement. 

We can help you:

1. •Stop the on going loss of value of your retirement fund
   

2. •Recoup as much of your retirement fund losses as possible
   

3. •Insure your nest egg
   

4. •Guarantee your rate of return
   

Benefits of our program:

1. •Tax free income for life.*
   

2. •No 1099's in the income years.
   

3. •No conflict with Social Security.
   

4. •Creditor-proof.**
   

5. •End your retirement partnership with Uncle Sam.***
   

6. •Heirs get tax-free money should you die before the plan completes.
   

7. •Safety
   

8. •Control
   

9. •Contractual Guarantees
   

10. •Backing by some of the most solvent institutions in the world
    

11. •Tax Deferred growth of money
    

12. •Preferred Loans
    

13. •Competitive Internal Rate of Return
    

14. •Liquidity
    

15. •Non Reportable Asset for Purpose of Financial Aid
    

How to fund your tax-free Retirement Plan:

1. •Strategic roll over of Qualified Plans (IRA, 401k, 403b, TSA, etc).
   

2. •After Tax Dollars.
   

3. •Repositioned Equity.
   

4. •Divert Qualified Plan Contributions.
   

1. *Must be a properly structured life insurance program with the appropriate riders.
   

2. ** In most cases, your properly structured life insurance program is non-reportable, therefore; not an attachable asset.
   

* * * Qualified retirement programs are reported to the government yearly through tax returns and because most people choose to fund qualified plans with pre tax dollars, tax is paid on the larger sum of money (most likely in a higher tax bracket).