One of the biggest problems in the financial services/insurance industries is the number of “bad advisors.” Example: Bad Financial Planner A financial planner can be considered a bad advisor for… read more →

How Many Other Ways Do You Have to Tax-Deduct Up to $1.2 MILLION Dollars Pre-Tax into a Tax-Favorable Entity You own? Owning your own Closely-held Insurance Company (”CIC” — also… read more →

What is asset protection? Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.  A few examples… read more →

Most people just spend their money on nursing home care until they’re broke.  It doesn’t have to be that way.  With a solid Medicaid Protection Plan, our team of highly-skilled… read more →