PERFECT SAVINGS

​​When we ask our clients to design the "Perfect Savings Plan" they want:

1. SAFETY - Protection of principle and gains
2. GROWTH - More money tomorrow than today
3. INCOME - Lifetime income they can not outlive
4. LIQUIDITY - Access to their money without penalty
5. TAX EFFICIENCY - Tax-deferred growth, Tax-free distribution​

​Most people don't believe a plan like this exists, but it does.

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MONEY MISCONCEPTIONS

TRAP 1
Exposing our money to
​market risk

Traditional advisors would have you invest in a 401k, IRA, 403b, 457, or a TSP. These qualified accounts  are subject to market gains and losses. Our alternative strategies allow you to achieve market-like gains without any market loss.

TRAP 2
​Exposing our money to fees
​​and expences

Fees and commissions can significantly reduce your account value, in many cases as much as 50% over a working career. Let us show you how to minimize fees or eliminate them.

TRAP 3
Exposing our money to taxes

When it comes to taxes, Uncle Sam is our silent partner. Unfortunately, his unfair share of our retirement savings, is totally up to him. Let us show you how to  keep Uncle Sam out of your retirement account.