Are there alternative or better investments available to me?

YES! Most people just aren't aware of them because:


  • They're less conventional 

  • We aren't educated about them

  • Most Financial Advisors don't understand them or know how to implement them 

As a result, few Americans take advantage of these accounts — while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.

With A Traditional Investment like a 401(k) or IRA…

  • You have to pay taxes (upfront or at the end—either way you will be taxed heavily)

  • Your money is not liquid (you can’t access your money any time you want, and if you do, you’re fiscally penalized)

  • You are limited to how much you invest (plans with most tax benefits have funding limits)

  • Your money is not guaranteed (the money in your 401(k) or IRA rides the roller coaster of market ups and downs)

  • You are required to report your earnings to the IRS (everything in a 401(k) or IRA, is uncle sam’s business.)

With Investments other than 401k's and IRA's…

  • You don’t pay taxes on growth or principal. Ever. ( This is 100% legal if your account is set up correctly, and structured according to current IRS tax-code.)

  • You earn 30-40 times more interest than with a regular bank account. (Historically, qualified individuals earned 4-8% a year.)

  • Your interest rate can be guaranteed (Your money grows at the same yearly rate as when you opened your account— even if the market crashes).

  • Your money can be liquid (Money put into and made in your account can be cash—you can use any amount—at any time—without penalty).


And there are many more wonderful fiscal advantages with accounts like this...

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If you are doing well, we will tell you that!

If we have suggestions, they could include…

  • Lowering your fees

  • Protecting your assets

  • Tax planning for retirement

  • Creating an estate plan

  • Making sure you are properly protected

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