Fix your retirement in 5 years or less
Ask us how to get a Free Financial Plan
If you fail to plan, you plan to fail!
financial plan with expert guidance
🔒 Client Privacy Statement
Your privacy is our top priority. Please note that the Marketing Director who referred you will never have access to any of the personal or financial information you submit — including your original plan details or any adjustments to your 5-Year Plan. All sensitive data is reviewed exclusively by our in-house agent, who is a Certified Financial Education Instructor and a Member of the Personal Finance Speakers Association. Your trust matters. Your plan. Your control.
5-Year Plan Advanced Strategies
Within 48 hours we create strategies and solutions for your original plan to optimize it for completion in 5 years or less. 📘 Disclaimer This financial plan is provided for informational purposes only. You will have unlimited access to the plan you create and may update it at any time. There is no obligation to use any of the advanced strategies or services suggested. You agree to be emailed by us or your marketing director to deliver your free benefits. Your plan. Your pace. Your power.
Our marketing Team
Marketing Directors
You are here because one of our marketing directors thought enough of you to give you access to this free planning tool while it's still available. They won't have access to your information so please reach out and let them know you have completed your plan. Please do not proceed if you were referred by anyone not listed below as this free service is only provided to clients of our Preferred Marketing Directors:
- Henry Felver
- Dante Ivery
- Daniel Dantinor
- Howard DeWitt
- Pierre Gillenwaters
- Giovanni Santiago
- Joseph "Billy" Hedspeth
Over the course of your 5-Year plan we take you from a to z
Once you're ready you will work directly with experts who help you:
- Deploy the same dollar in multiple places at the same time
- Help you set up your own opportunity fund with unlimited access to capital
- Ability to invest in commercial real estate bonds with high returns and little risk
- Access lines of credit to deploy capital for exotic vehicles for immediate tax right offs
Access to experts who are active:
You will gain access to our private family office plus 1 of only 27 Certified US Mint Resellers plus our investor vault with real time opportunities across oil, real estate, land banking, metals, and even strategy sessions with pros who have billions under management. Our asset management company was one of the founding members of the NY Stock Exchange. We have 1:1 Private Financial Coaching available. It's time to put yourself in the right room to make the right moves.
Access to the other IRS Playbook
The IRS has 2 rule books, and we work with the one not taught in schools.
- Investing with Pre Tax Dollars
- No Cost Health Plans for W2 Employees
- Using Depreciation like a shield
- Using Assets to Reduce Taxes
- Scale Returns through Structures designed to Reward Creation
- Acquisition Experts to buy and sell businesses to eliminate taxes
- and more...
