You work hard to save money for an enjoyable Retirement or to take care of your cash flow needs during working or your retirement years. Unfortunately, it is not what you make or save but what you keep that helps you in your future financial needs. Your savings can lose their future value for:
- Inflation
- Losses in Stocks or Real Estate investment holdings
- Taxes
- Untimely death that can adversely impact your young children’s future
- Low financial returns etc.
Our Safe Money Programs:
- Protect your savings from any losses if the stocks go down.
- Provide you with market-based returns often times exceeding the stock market returns in good years!
- Provide you income free from Income Taxes even if the Taxes are to go up in the future
- Financially protect your loved ones in case of untimely death
- Deliver multiple returns on the same money that can result in 200% to 400% of market returns!!
- Can produce guaranteed income for Life even if you live to 120 years!
Wealth Strategies:
Advanced concepts that provide you Income for Life, College Funding for your kids and grandkids, Tax Free Income, become your Own banker and make money instead of the banks, make additional money while Paying off Mortgages or buy Real Estate, Arbitrage, Leverage, make money while paying your business expenses etc.
Safe Money:
Your single source for Brochures, Reports, Videos, Resources, Articles that are continually updated monthly or as the situation requires on various Retirement topics like Retirement Planning, Safe Money, Tax deferred plans, Tax Free Plans, Medicare, Social Security, Annuities, Life Insurance, Federal benefits, Estate Planning etc.
Advanced Trust Planning (Exclusive Trusts):
Most Trusts if executed properly can protect your Assets from lawsuits, judgements, creditors etc. while providing you control in how the assets are distributed while you are alive or after your death.
- Our advanced Trust Planning Strategies at Exclusive Trusts will structure them to make you money while providing protection. In addition, they can be structured to eliminate capital gains taxes on sale of your appreciated assets (Stocks, Art, Business, RE etc.).
- Also, how would you like to make money while donating to charities? Our strategies show you how!
If you want to receive additional information or get your own customized Retirement / Cash management Programs on Safe Money or Wealth and Trust Planning Strategies,
