Contact Info

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Services

• Retirement Planning and Programs
• Life & Key Man Insurance-Whole, Indexed
• Annuities - Fixed & Indexed
• Health Insurance - Group & Individual
• Health Provider Discount Card Programs
• Fund Raising for Nonprofits-All 501's
• Home Based Business Consulting

Hours of Operation

About Us

We are providers of Leveraged Retirement Plans where we Pre-Fund your retirement plan on day one with an innovative suite of programs designed to reduce risk and increase tax efficiency and selectivity in the financial portfolios of business owners, medical practitioners and legal professionals. Most importantly to our clients, No Leveraged Retirement Program lost money during the ongoing market downturn.

Leveraged Retirement provides these individuals with a unique combination of:

• Risk Protection: Leveraged Planning programs shield the participant from downside loss in the markets.
• Selectivity: Leveraged Retirement programs enable participants to be selective regarding participants.
• Tax Efficiency: Leveraged Retirement programs are tax efficient in their treatment of gains and they provide for possible tax deductibility of contributions*
• Cost Effective: Leveraged Retirement programs make the very efficient use of funds placed into them by utilizing a powerful combination of leverage and compounding.

We are committed to providing our clients with access to reliable, efficient and robust financial products for use in the structuring of a sound portfolio. These programs are funded and backed by some of the strongest and most well funded financial firms in the world. How will you fund your future? 

Give us a call to see if you and your business qualify ... 877-400-0589