what we do best
Planning that Outperforms = Planning Alpha
Tax Elimination
We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.
- Eliminate capital gains taxes on the sale of a business
- Eliminate income taxes on business income
- Eliminate self-employment taxes on business income
- Eliminate income taxes on investment income
Estate Planning
We not only help you with your Will and trust, but we help you keep your family out of disputes and lawsuits. Pass on your hard-earned assets to your loved ones in ways which foster family peace, harmony and prosperity.
- Prevent unintentional disinheritance of loved ones
- Protect heirs from divorcing spouses, creditors & predators
- Avoid probate - costs, delays, headaches & publicity
- Avoid taxes - eliminate capital gains and estate taxes
Asset Protection
Safeguard all of your assets and income streams with The Family Fortress System™, our proprietary, systematic approach to comprehensively protecting you from all angles against all types of threats.
- Safeguard assets from creditors & predators - lawsuits from car wrecks, etc.
- Safeguard assets from business relationships - lawsuits from customers, vendors, lenders, clients, partners, and more
- Safeguard assets from a divorcing spouse
Retirement Savings
Don't wake up one day and realize you haven't saved enough for your golden years. High-income business owners can makeup for lost time with very large, tax-deductible contributions to a retirement plan. Advanced designs of 401(k) plans, cash balance plans and welfare benefit plans can turbocharge your nest egg and its growth.
- Maximize contributions to a retirement plan
- Minimize costs of other employees
- Contribute hundreds of thousands per year with tax-deductible contributions for yourself
Succession Planning
Do you have a plan in place to ensure that your business continues to thrive if something happens to you or to a key person? What about when you're ready to retire? We can help you design the perfect plan for your needs and your business' needs which can position your business to continue to thrive long after you're gone. Preserve your business legacy that you've worked so hard to build.
- Avoid being stuck with a business partner's heirs as your partners if the unexpected happens
- Ensure business continuity if the unexpected happens to you or a key person
- Ensure a smooth ownership transition when you're ready to retire
Medicaid Planning
We help you qualify for Medicaid without having to first spend down your hard-earned assets or being forced to sell your house. From protecting your house to protecting your life savings, we have techniques to avoid Medicaid spend-down requirements and protect your assets.
- Protect your home from being sold to pay back Medicaid
- Avoid spending down assets before you can qualify for Medicaid
- Avoid the 5-year lookback rule for giving away assets
what we do best
Planning that Outperforms = Planning Alpha
- Eliminate capital gains taxes on the sale of a business
- Eliminate income taxes on investment income
- Eliminate income taxes on business income
We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.
- Maximize contributions to a retirement plan
- Minimize costs of other employees
- Contribute hundreds of thousands in annual tax-deductible contributions just for yourself
- Safeguard assets from creditors & predators from suing you for accidents like a fatal car wreck
- Safeguard assets from lawsuits from customers, vendors, lenders, clients, partners, and more
- Safeguard assets from a divorcing spouse
- Prevent being stuck with a business partner's heirs as partners if the unexpected happens
- Ensure business continuity if the unexpected happens to you or a key person
- Ensure a smooth ownership transition when you're ready to retire
- Protect your home from being sold to pay back Medicaid
- Avoid spending down all of your assets before you can qualify
- Avoid the 5-year lookback for protecting assets
- Prevent unintentional disinheritance of loved ones
- Avoid the costs, headaches & publicity of probate
- Protect heirs from divorcing spouses, creditors & predators
- Avoid estate & gift taxes
- Avoid capital gains taxes
where protection becomes prosperity
360° protection planning
>> prosperity for life & loved ones™
Evergreen Platform for Peace, Protection & Prosperity
Our ecosystem for 360° Protection Planning >> Prosperity For Life & Loved Ones™ is very thoughtfully and systematically engineered with purpose to protect you and promote prosperity.
We comprehensively and cohesively design and deploy an evergreen platform that gives you peace of mind that comes from knowing that your planning protects you from every angle throughout every step of life’s journey.
You’ll also rest easy knowing that your planning keeps your family out of disputes and lawsuits and instead fosters family peace, harmony and prosperity throughout every step of life’s journey.
Enjoy Protection & Prosperity
For Generations
For Your Life & For Your Loved Ones
With our innovative 360° Protection Planning >> Prosperity For Life & Loved Ones™ you are completely protected throughout your entire life, including your early years, working years, parenting years, twilight career years, golden years and final years.
You will have the peace of mind knowing that when the time comes, your plan will efficiently and effectively pass it all on to your loved ones precisely as you wish.
Your loved ones will enjoy the same protections and prosperity that you enjoy while you also keep your family out of disputes and lawsuits and you instead foster family peace, harmony and prosperity for generations.
#BeWell
#BeRememberedWell
how do we do it so well?
Our Laser‑Focused, Systematic Process
