After experiencing the 2008 Market Crash, losing investment property, retirement savings, and other stocks I partnered with a Financial Literacy company to become educated about money and finances. While working with the company I developed a deep passion for teaching others about Financial Concepts that are traditionally reserved only for wealthier individuals. ►►► Whom my team and I work with:◆ Middle to Upper-Income Individuals ◆ Entrepreneurs ◆ Small Business Owners ◆ C-Suite ◆ Physicians I help people build a strong financial foundation.I use a variety of financial strategies including Internal Revenue Codes, Compounding Interest and Tax-Advantaged Vehicles to achieve this.►►► What we do:• Utilize financial vehicles that allow entrepreneurs, business owners to reduce or eliminate income taxes and keep more profits.• Utilize life insurance vehicles that protect assets from creditors, lawsuits, probate, liens. • Design Executive Bonus plans for C-Suite, upper management, business owners.• Structure programs that create tax-free income and lifetime income during retirement.• Protect retirement accounts (401(k), 403(b), 457, IRA, etc) from market loss. • Help people create a financial roadmap to retirement and other financial goals.• Fixed Indexed Annuities, Indexed Universal Life, Living Benefits, Legacy Planning, Buy-Sell Agreements, College Funds, Emergency Funds, Debt Reduction.►►► Why Entrepreneurs and Business Owners Work With Me:• We're able to help lower their business taxes and keep more of their profits.• The type of Retirement Plan we establish allows them to Retire 100% Income Tax-Free.• Most business owners DO NOT want the Annual expenses or Administrative duties of maintaining a Qualified Plan like a 401K.• They can offer retirement benefits to their employees with no associated cost to them.►►► Message me today to set up a phone, video or in-person meeting to see how we can work together.