Diversified Financial Services focusing on the needs of privately-held businesses and their owners.-Private Wealth Management Advisory -Asset Protection-Tactical Investments-Lifelong Income-Tax Reduction-Estate Strategy-Medicare-Life-Health-LTC-Social Security-Pension/Cash Balance Advisory-Group Benefits & 401(k)

Wealth Management strategies that help families with financial means become more efficient and effective at:-Accumulation-Asset Protection/ Asset Structuring-Tax-related Strategies-Transfer Planning-True Diversification/ "untethering" a portion of your nest egg from inflation, bear markets, and the economy-Distribution/ Retirement Income

Alternative and more effective solutions for Benefits, Qualified Plans & Investments. We are moving into a changing economy and times where the old 'status quo' will be inefficient, if not, ineffective. Adapt and thrive or face unnecessary exposure to many elements that will be highly impactful to you or your business.

Creating mindful and thoughtful strategies for families and business owners that help them reach their financial goals, protect their assets, and reduce their healthcare costs.

Building creative intellectual property around how to permanently reverse cost trends for self-funded groups. We would like to introduce our 401(hp) and SIHRA plan-design concepts to CFOs and owners whom are tired of seeing their 'under-funded pension' of a benefits program increase in cost every year.

Applying cutting-edge technology created at LDCRE to bring buyers and sellers of commercial real estate together on a transparent digital platform that tracks progress and assists in communications throughout the deal. LDCRE has pioneered financial incentives for the 29,000+ brokers that have listed deals with LDCRE as they maintain 100% control of their relationships. Thus far, our broker-partners have listed over $1.3T in value on our transactional platform.

Adaptive, Responsive, and Liquid Investment Strategies: Agnostic to bull/bear cycles; Indifferent and sometimes favorable to volatility; Uncorrelated to major asset classes - stocks/bonds/real estate/cash; Uncorrelated to GDP, consumption, and economic cycles; Tailored to you with Separately Managed Accounts.Independent Futures Broker that also executes advanced strategies to capture market opportunity capital gains - both long and short. Independent Brokerage Accounts can also maintain strategies specifically built to hedge specific risks in business/life and also be developed to generate incom

Running trades and learning from the best