Financial Services

We work with many business owners to facilitate individualized, personalized and proprietary wealth accumulation programs using one of the most powerful approaches – leverage.

We offer a wide array of financial products and services for the business owners. They include:

  • An accelerated wealth Accumulation Strategy
  • Unique Risk Management and Working Capital Solutions
  • Franchise Development
  • Venture Capital for Start ups

Our flagship service, however, is the accelerated wealth accumulation strategy built into the retirement plan for a business owner.

We work with many businesses to facilitate individualized, personalized and proprietary retirement programs. One of the more powerful approaches we use is a front loaded retirement program

While there are many nuances to the methodologies behind the working parts of this structure, the retirement plan is simply a tool through which a business owner may have the ability to drastically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner. This methodology, when applicable, gives business owners the opportunity to take a tax deduction relative to their participation, grow their wealth tax deferred and take distributions out of this retirement planning medium tax free.

Additionally, it jump starts their retirement by advancing massive amounts of capital in their program for them, with the goal of realizing superior gains as a result of having more money working for them. This lends itself to having the ability to generate a much larger nest egg than through other approaches that may then be distributed on a tax free basis. Some of the ways the plan can be structured to include:

  • Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results
  • Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence
  • Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan
  • Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale
  • Key-man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously