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Incorporated Business Owners & Professionals

As a an Incorporated Business Owner you have access to financial strategies that aren’t available to most people due to the unique attributes of business ownership.

See Strategies

  • Self-Funding Disability Insurance: Protect your lifestyle and your business from a disability while create a cash flowing asset that will pay the insurance premiums over time.
  • Split Dollar Critical Illness Insurance: Protect yourself and your business against a critical illness while creating a guaranteed tax-efficient asset for future use.
  • High Cash Value Life Insurance: Save money tax-free in a guaranteed account while earning returns 2-3% higher than bank saving rates.
  • Private Health Spending Plan: Pay for personal health expenses using business dollars to receive significant tax benefits.
  • Flow-through Stacking: Use alternative investments to earn significant tax benefits.
  • Business Owner Retirement Savings Plan: Use Retained Earnings to diversify business income streams tax-efficiently.
  • The Smith Maneuver: Convert non-deductible mortgage interest into a tax-deductible investment loan.
  • Exempt Market Investing: Invest in exclusive private investment opportunities not available to all investors.
  • Portfolio Management: Specialized independent Money Management for High Net Worth Investors.

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Sole Proprietor Business Owners & Professionals

As the Sole Proprietor of a business you have the ability to implement financial strategies that most people can’t take advantage of.

See Strategies

  • Cash Damming: Increase personal cash flow while converting non-tax deductible interest to tax deductible interest.
  • Self-Funding Disability Insurance: Protect your lifestyle and your business from a disability while create a cash flowing asset that will pay the insurance premiums over time.
  • Critical Illness Protection Asset: Protect yourself and your business against a critical illness while creating a guaranteed tax-efficient asset for future use.
  • High Cash Value Life Insurance: Save money tax-free in a guaranteed account while earning returns 2-3% higher than bank saving rates.
  • Flow-through Stacking: Use alternative investments to earn significant tax benefits.
  • The Smith Maneuver: Convert non-deductible mortgage interest into a tax-deductible investment loan.
  • Exempt Market Investing: Invest in exclusive private investment opportunities not available to all investors.
  • Portfolio Management: Specialized independent Money Management for High Net Worth Investors.

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Business Executives & Employed Professionals

As a Business Executives or Employed Professional you can employ financial strategies that aren’t available to the public people due to high income potential.

See Strategies

  • Cash Damming: Increase personal cash flow while converting non-tax deductible interest to tax deductible interest.
  • Self-Funding Disability Insurance: Protect your lifestyle and your business from a disability while create a cash flowing asset that will pay the insurance premiums over time.
  • Critical Illness Protection Asset: Protect yourself and your business against a critical illness while creating a guaranteed tax-efficient asset for future use.
  • High Cash Value Life Insurance: Save money tax-free in a guaranteed account while earning returns 2-3% higher than bank saving rates.
  • Flow-through Stacking: Use alternative investments to earn significant tax benefits.
  • The Smith Maneuver: Convert non-deductible mortgage interest into a tax-deductible investment loan.
  • Exempt Market Investing: Invest in exclusive private investment opportunities not available to all investors.
  • Portfolio Management: Specialized independent Money Management for High Net Worth Investors.