We challenge the conventional wisdom of financial institutions because we believe net annual income is better than the biggest pile of money. We teach financial advisors to maximize their clients’ assets by creating custom distribution strategies for retirement that avoid unnecessary taxation. Our goal is to put clients in control of their money for their lifetime.
We also assist in business development for financial professionals. From building your business to maintaining a working schedule and specialized training strategies. Ask us how we can assist you today!
Breakaway From the Traditional
Is traditional financial planning the success your client wants?
Learn how to cushion your client from income tax liabilities.
Is taxation at distribution, and the lack of understanding about it, significantly reducing the amount of income for your clients?
Learn how to use the tax code to your clients' advantage.
Create a Distribution Strategy
Are you ready for a broader wealth strategy that focuses on clients succeeding through retirement?
We use the current tax code to greatly reduce or eliminate income tax in retirement.