We Put You First.
We help select individuals in the retirement RedZone, entrepreneurs, and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax-advantageous way.
What Does It Mean To Be Affluent?
Most affluent people come from very humble beginnings and are self-made. Because of this, they consider themselves upper-middle class and not affluent or rich. Over 80% of the affluent are a select group of wise entrepreneurs, professional practitioners (physicians, attorneys, CPAs, engineers, etc.), and individuals in the Retirement Red Zone (the 15 years before and after retirement).
PREPARING FOR A SATISFYING RETIREMENT
We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.
THE SECURE ACT
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected.