We are a client centric solutions firm working for Individuals and Business Owners meeting a variety of needs. Among our services: retirement wealth accumulation, debt elimination, and building funds for college.
In addition, for successful business owners, we employ a strategy that allows you to use routine business expenses to fund your tax-free retirement.
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1 customer review
Ron Dunn
Excellent guidance for retirement planning while paying attention my goals. I am excited that I will have my home paid off before retirement! The team inteoduced me to strategies that mitigate my losses while maximizing and protecting my gains. Thank you Suzanne! More...
What do you love most about your job?
I am driven to help people who have a problem and genuinely want to solve it. I have great satisfaction in doing what is right for each client.
What inspired you to start your own business?
I do not know that it was inspired. I have almost always worked for myself and for various reasons. When it is your business, you can choose with whom you work. So, I genuinely enjoy my colleagues and clients.
Why should our clients choose you?
I do not know that they should.
We have to meet and see if we trust and like each other. Can we work together? This is a relationship. I bring a wealth of knowledge to the table and strive to find the best possible solution for each client. I work with smart adults, who, when presented with information can make an educated decision.
Can you provide your services online or remotely? If so, please add details.
Yes, when Covid hit, I closed the downtown office and Zoom became our solution. I work with client all over the U.S. and now have colleagues in multiple states as well.
What changes have you made to keep your customers safe from Covid-19?
I believe in individual responsibility.
However, we primarily meet through Zoom. Documents can be signed remotely, so if someone is at risk, this is a good solution.
Retirement Wealth Accumulation
We always begin by getting to know each other. What are your wants and needs? Are we the right firm for you?
Do you know what the tax rate will be when you retire? Do you think taxes are going up or down in the future? We work with you to design a customized strategy that allows you to retire with Tax-Free income.
Business Owner Strategy
Take your current business expenses; leverage them into an asset which can create a Tax-Free income that you cannot outlive. You spend these dollars twice. Your money is indexed to the markets to give you growth, but your money is guaranteed against loss. Sounds too good to be true, but it is not.
Debt Elimination
Our system targets debt like a laser, guiding our clients to Freedom, while they save tens of thousands and often hundreds of thousands of dollars. This is not guessing game; it is a proven system.
If you cannot make your bills, this is not for you! If you can and would like to see how to pay off all of your debt in less than 1/2 the time, this may be your answer.
There is no cost to see how much time and money you can save.
Fixed-Income Solutions
In a world where the only constant seems to be unpredictable; our Fixed-Income solution provides a declared fixed income of 8%-9%. It requires a 60 month commitment.
This is a great alternative or addition to your current stock, mutual fund or bond portfolio. Perfect for retirees who want growth and income without risk to maintain their principal and be able to sleep at night.
