After working with the ultra wealthy for close to 20 years, like Fortune 500 CFO’s, NFL Team owners, and other Industry influencers earning 8 to 9 figures, we understand the "Money Moves” they are involved in. And being “informed” they continue to compound their wealth without sacrificing their current lifestyle! Our approach is unique and far from traditional status quo planning. These Money Moves incorporate significant tax reduction, increase in cash flow, and leave a meaningful legacy for generations. Our clients come to me when they: ✔ Want to set up a tax free income in retirement ✔ Don't want to interrupt their current lifestyle with large contributions. ✔ Want to convert their current taxable accounts to a tax free account. The landscape has changed dramatically for those who are dominating their industry. They need to be aware of all their planning options from a holistic standpoint and consider: ❌ How much money will be lost to taxes in the future. ❌ Ways to get off the emotional roller coaster of being in the market. ❌ How they are ever going to play catch up, and sufficiently fund a proper plan for retirement, business succession, and estate planning without losing so much opportunity cost. After working with the ultra wealthy and their Advisors across the country, we have personally designed these "Black Diamond Money Moves". Our clients can be confident in knowing they are participating in strategies that the top 1% are using. They are able to: 🎯 Have a peace, and feel at ease with a plan that will be there. 🎯 Be assured that they will keep their fortune they worked so hard for. 🎯 Use leverage to fund the plan from 75% up to 100%, without having the risk of traditional premium financing. 🎯 Reach their financial goals sooner than later How can we come along side of you to determine next steps using these "money moves" that could potentially increase your wealth by 60%-100%, and potentially have the entire plan funded for you.