1. Is investing money in the stock market the “best” place to grow wealth?
2. Notwithstanding all the hype about how well the stock market has done over the last 20+ years, what are the real statistics showing what the “average” investor has actually earned when invested in the stock market (the answer is shocking)?
3. How do you build a tax-free retirement nest egg in the most efficient and least risky manner possible?
4. Does it make financial sense to overfund a tax-deferred qualified retirement plan or IRA?
5. Is “Retirement Life“ insurance a good financial tool to build wealth for retirement?
6. Does it make sense to use a wealth-building tool that can come with an Income Account Value* (not walk away value) that could provide a guaranteed lifetime income* you can never outlive?

*Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract.

Our Philosophy

Our philosophy is in line with this book which is to help clients reach their financial, estate, and tax-planning goals in the least risky manner possible with the least amount of taxes paid while living and upon death.