Abundant Living Abundant Retirement

The root of something is where everything starts.

That’s where all nutrients come in and creates growth but it is also where the problems typically begin so, if you’re going to fix a problem, you want to go to the root of it

  • Protect yourself from the dangers of increasing taxes and market volatility
  • Why chaos and uncertainty may plague those who exclusively use traditional financial instruments
  • Retirement Planning Financial Maturity Means Solid Tax Free Wealth
  • Asset Optimization-You Don’t Know What you Don’t Know.
  • Strateguic Rollout not Rollover on 401K, IRA’s any qualified retirement plan, more money and tax free
  • Turn Rental Properties into More to more money and value than the Property and Rental Income
  • Turn your Mortgage “Lazy Idle Equity” Equity Management more money and home paid off in 12 years vs 30 (example)
  • College Funding: 529 plan, Custodial ROTH, UTMA Uniform Transfers to Minors Act /UGMA Uniform Gifts to Minors Act Stop there is a much-much better way to fund college without the IRS constraints.
  • Legacy Planning