Turn your Business Expenses into a TAX FREE Retirement
Advanced Wealth Planning for Business Owners & Individuals
Recent IRS ruling makes this possible..
In today's uncertain world, you are wise to take advantage of every opportunity to build and protect your assets – for you and the well-being of your family. Traditionally, Financial Leverage (Real Estate) has been an important part of a wealth strategy because it helps you grow your wealth and leave a legacy to your loved ones. But most business owners and high-net worth individuals don't have the time to manage properties or use their capital to pay huge down payments, closing costs and management fees. Luckily there's a solution.

During the passage of the CARES ACT, congress made changes to the IRS codes 7702 and 101a, which allows savvy investors to shelter 3X the money from the taxes. Our strategy combines the advantage of IRS codes and the financial leverage to give you 3X the results.

  • Do you have monthly expenses exceeding $10,000?
  • Do you have at least 3 months of expenses saved?
  • Do you have at least 10 years before you require your retirement income?
  • Would you like to turn those expenses into an asset for your Retirement?
  • If so, we would like to show you how you can do this!