How would you like a way to structure your assets so that when you sell them, you keep more of your money?
Let me and my associates work with your existing tax professionals, financial advisors and attorneys to add great strategies for you.
Get significantly more after-tax cash from your big asset sales subject to capital gains taxes -- selling your company or real estate or stocks or crypto currency.
Improve your retirement funds including adding some tax-free proceeds to your heirs.
Cash-flow assets with great interest rates.
Protected cash from permanent IUL or whole life insurance with guaranteed growth (and financing if needed for very large policies).
Term life policies that allow you to access a portion of the death benefit for certain illnesses or injuries.
You or your advisors - please contact me.