"Sam found an alternative investment strategy for me that is going to reap a very pleasing addition to my IRA. I can't believe what is going to accrue through this investment. Get out of the stock market!" - Carter F.
You currently have $500k-$2.5 Million in savings or investments and are concerned about the current market conditions?
You are looking to have better rates of return than traditional bonds and annuities for income and growth?
You want to make sure that you do not outlive your money with current wealth destroyers of inflation, stock market volatility, and health care concerns?
You want to minimize the burden of current and future taxes with your retirement income?
IF THAT SOUNDS LIKE YOU
Time is the biggest asset to everyone, so we'll take our 50+ years of combined experience and:
Provide on average 40% more cash flow from traditional advisors and methods.
Pay less taxes to the government (guaranteed)
Lower your risk, so that you can start participating in growth regardless if the market goes up or down.
And so much more!
Our biggest passion is helping you protect your money, assets and investments while allocating it to grow so it's working for you.
Book your free call and let's talk about your wealth plan!
Wealth is created when you take all things money into consideration. That's why we focus on everything A-Z.
We start with the end in mind, and help you with financial planning to get there as soon as possible.
Taxes can be very confusing or annoying, so we can help you save up to 10-40% on your tax bills.
Risk Management
The #1 rule to building wealth is never losing money. We make sure we reduce risk before we scale return.
Setting Up Retirement Accounts
Most retirement programs do not prioritise you, we invest in alternative assets that are way better for you.
Allocating Different Investments
Never just have 1 stream of income. We allocate your investments into multiple cashflow assets.
Income and Asset Mapping
We see investments in a different light than the average advisory firm, one that is more cashflow driven.
Estate Planning
We also manage your estate portfolio and take care of all the administrational tasks for you.
Fiduciary Consulting
We managed investments in public and private markets so that we can be a true fiduciary advisor.
Transferring Money/Assets
If you need to transfer money or assets from one bank, institute or country to another, we'll do it for you.
You also get Quarterly Meetings, Annual Reviews and 24/7 Access to Our Internal Team
Limited spots available - act now!
There are far better options available that are less risky and higher yield
THE RISKY INVESTING TRAP
We don't cut corners of take shortcuts
We help you make more long-term, while protecting your assets/investments in the process
We focus on ALL areas of your money, not just 1
The average client of ours save 10-40% on taxes each year, while making 6-18% more on their investments
- BECKY HUETTE
- Geoff Ross-Reynolds
- Carter Featherston
SCHEDULE YOUR FREE CALL
STILL GOT QUESTIONS?
Our Mission is to empower today's Leader and Business Owner to time freedom through increased cash flow, enhanced tax strategy, and greater wealth for their family.
We'd love to speak with you to show you our proven wealth strategies that's helped 200+ clients lower their risk and protect their money as it continues to grow.
Just book a free call with us and let's see if it's a good fit!
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Is there a minimum contract for us to work together?
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Do you have access to directly touching my money?
Lorem ipsum dolor sit amet, consectetur adipisicing elit.
Limited spots available - act now!