SAFE & SOUND FINANCIAL SOLUTIONS
FIND THE MONEY
The first thing we do is find the money that you are unnecessarily and unknowningly transferring away. Imagine if you were walking down the street and someone came up behind you and tapped you on the shoulder and said, “Hey mister! You appear to have a hole in your pocket, and money keeps falling out onto the ground.”
Wouldn’t you like to know there’s a hole in your pocket? And when would you want to know about it? NOW? --- or after ALL the money falls out?
This is what we do. We find the hole, sew it up, pick up the money off the ground and hand it back to you for you to do with whatever you want – go on more vacations, buy a new car, save it, invest it, donate it, or whatever you like. This is a completely free service.
OUR SERVICES
PARTICIPATE IN THE MARKET UPSIDE & GUARANTEE NO MARKET LOSSES AND A TAX FREE INCOME
One of our best strategies is to have your wealth protected in a private reserve that participates in the upside of the stock market, but is never subject to its losses. Moreover, the gains are permanently locked in each year and then when you want to access the money in your retirement years, you can do so on a tax-free basis.
There are 11 potential benefits to any investment. No method provides all 11, but several of the ones we use have 10 of those 11 benefits, while providing you L.U.C. -- Liquidity, Use and Control of your money.
TURBO-CHARGE MY MORTGAGE!
We can show you the best methods of paying your mortgage. This includes answerign these questions:
1. Should I get a 15-year mortgage instead of a 30-year mortgage?
2. Should I make additional principal payments each month to speed up paying off my mortgage?
3. Is an interest-only mortgage a good or bad idea?
4. Do I really want to pay off the mortgage on my house?
We can answer these questions and more. The answers may surprise you!
TAXES MATTER
It is impossible to avoid taxes, but we can show you strategies that can minimize them. Every dollar that goes to Uncle Sam is not only gone, but your ability to earn interest on that money is also gone. This is a lost opportunity cost to every dollar paid to the government. Paying unnecessary taxes has a significant impact on your financial future.
Taxes are the largest single expense you will ever have! Let us show you strategies on how to minimize them and ways to invest your money that allow for a tax-free income in your retirement years. Another benefit to this strategy is that the money taken tax free does not affect the determination of whether or how much of your social security income will be taxed.