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Corporate Executives

While many financial planning strategies and challenges are universal, top-level executives have specific challenges that require strategies that are specific to their circumstances. We can provide you with a fresh perspective on your individual financial planning needs and offer you customized solutions. 

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.

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EXECUTIVE BONUS

Saving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage.

PRIVATE EQUITY BANKING

Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.

IUL CASH RESERVE

Those of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by funding a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.

UMBRELLA LIABILITY

According to the Insurance Information Institute, every year 1 in 12 Americans will be sued. We live in a litigious society. There are plenty of attorneys who specialize in filing lawsuits for victims who are physically injured or financially damaged, even when you are not directly responsible for the cause. Watch this video to learn more about how umbrella insurance can protect you from a lawsuit.

ROLLOVER ANNUITY

The money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.