All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. To learn how exposed your assets are to creditors and how to protect them, please click here
For many people, funding a tax-deferred 401(k) or IRA can be more tax-hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans. Click here to learn more.
From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return coupled with a guaranteed income for life benefit.