Todd Wellnitz, Cltc Email & Phone Number

Whether you are a Founder, Business Owner or Executive, your ability to leverage advances in technology and identify opportunities will oftentimes determine your value in the marketplace. With all the pressures of growing your Company, is your own retirement plan going to be left behind?Unfortunately, most people are unaware that traditional retirement plans are often driven by antiquated operating systems without the “anti-virus” to protect them against the FIVE risks in retirement. Before meeting me, our clients struggled with:❓ Have I saved enough to maintain a comfortable lifestyle in retirement?❓ At what age could I actually afford to retire?❓ How much of my retirement account is taxable?❓ Will I run out of money if I live too long?❓ Will an injury or illness wipeout my company or Family?While Founders and Business Owners have aspirations of changing the world, failing to secure the necessary funding to finance their entrepreneurial dreams is all too common.Similarly, many fail to properly fund their own retirement plans and like the Founder, wish they had a partner to help supercharge their retirement.Independent thinkers come to me when they:⚠ Want access to leveraging strategies like the wealthy⚠ Want increased control over their future⚠ Want to put their #FamilyFirst instead of the IRS⚠ Want to address retirement “What If’s”⚠ Want unique strategies to attract and retain the BEST talentSo what if you could upgrade your retirement operating system, build a firewall around it and do it mostly with OPM (other people’s money)? Money is so cheap right now…so that’s where we come in! After working with us, clients know:✅ Our financing provides 60-100% MORE income in retirement✅ They've mitigated the FIVE risks in retirement✅ They can never lose money✅ They're insulated from future tax increases✅ They will never run out of incomeWould you giveaway equity in your Company unknowingly? What if the IRS was stealing your retirement equity? 😱Rest assured, the IRS knows all about our proprietary technology and their tax code has supported our designs for decades.Simply put …our strategies will provide More Money, More Protection & More Confidence to those that qualify. 🏆 Need a strategic advantage to increase your probability of success over your 20+ years in retirement? I invite you to send me a message to schedule a 15-minute Clarity Call to chat about your perfect retirement.🌟 If what you THOUGHT to be true turned out NOT to be...when would YOU want to KNOW???todd@wellguardfinancial.com(415) 846-1521

Listed skills include Alternative Investments, Income For Life, Leadership, Team Building, and 41 others.