High Income PortfolioA portfolio designed for income plus capital appreciation.
This portfolio should be thought of as a lower form of
equity risk vs. being aggressive bond risk.
Investments - Part 1Introduction to investment fundamentals,
cash alternatives, and bonds.
Investments - Part 2Part 2 covers stocks, mutual funds, ETF's, and allocation examples.
Don't Be Bill ?A quick talk about how something as simple as "wrong timing"
could drastically effect retirement and how long your
money will last.
Business Owners-How to To Save Up To $90,000/yr in TaxesOne of the largest tax deduction vehicles available to you as a business owner. This far exceeds what a 401(K) & Profit Sharing Plan allows and can be included with a 401(K)/Profit Sharing Plan or other popular retirement account options.
LTC 70%This is one of our favorite alternatives to traditional Long Term
Care (LTC) using life insurance. You can use the Death Benefit for LTC
while you're alive or if you never use it then pass it to a beneficiary
Tax Free Legacy + Tax Free Income Flexibility !A multifaceted strategy to build cash accumulation
inside a tax free vehicle that possesses many benefits.