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01

Personal Details

Tell us a little about yourself. Getting to know you will help us design your Path to Wealth and Financial Security.

02

Health & Habits

Let us know about your health status. This information is important when it comes to your life insurance needs.

03

Financial Profile

We’d like to gather details about your financial profile. This information will help guide your path forward using the strategies included in this program.

Your Personalized

Wealth Dashboard

You’re one step away from assembling the building blocks that will shape your financial future. Enter your email address to access your personalized dashboard.

Retirement Planning Forecast

Participation in a qualified retirement plan can drive lower taxes. Select the amount you wish to contribute toward your retirement and see your real-time projected 5, 10, and 15-year balance as well as your Estimated Time to A Million (ETM) in accumulated plan assets.

Use the blue toggle to increase / decrease your contribution

401(K)

$0

Profit Sharing

$0

Cash Balance

$0

Year 5

Year 10

Year 15

Retirement Contribution

$0

Est. Time to a Million

N/A

Estimated Taxes Saved

$0

Oil & Gas Investments

Natural Gas and Oil Investments offer a 90% tax deduction, on average, from your principal investment. The investment is structured to pay out monthly income with a competitive rate of return.

2021 Tax Deduction

$0

Annual Income 2022

$0

Charitable Land

A conservation easement, in its original, legitimate form, is granted when a landowner permanently protects pristine land from development. In that scenario, the public enjoys the benefit of undeveloped land and the taxpayer gets a charitable deduction. This deduction translated to a 5/1 ratio of investment to tax savings.

CONTRIBUTION AMOUNT

$0

2.5X RATIO INVESTMENT

$0

Tax Planner

Sophisticated tax planning requires a multi-layered approach. Using your tax returns and retirement plan as the cornerstone, your tax planner synthesizes various strategies to demonstrate the impact on your adjusted gross income, and in turn, your taxes owed.

Tax Planner

Your tax planner shows the combined power your retirement plan contributions and alternative investments have on your estimated taxes saved.

Ordinary Income

$0

Long-Term Gain Income

$0

Total Income

$0

Retirement Contribution

$0

Oil & Gas Investments

$0

Charitable Land

$0

Adj. Gross Income

$0

Estimated Taxes

$0

Ordinary Income

$0

Long-Term Gain Income

$0

Total Income

$0

Retirement Contribution

$0

Oil & Gas Investments

$0

Charitable Land

$0

Adj. Gross Income

$0

Estimated Taxes

$0

Estimated Taxes Saved

$0

Leveraged Life Insurance

Life insurance is a popular strategy to maintain long-term security and family legacy. Instead of using your current cash flow or liquidating performing assets to pay insurance premiums, you can utilize a third-party lender. This enables you to pursue the protection strategies you desire while not putting other goals or opportunities at risk.

Leveraged Life Insurance

Life insurance strategies are the third tier in your wealth building plan. Depending on your goals, you can either see the death benefit, or tax-free retirement income made possible by financing your premiums, leaving your outside assets available to work for you.

CONTRIBUTION AMOUNT

Annual Cost without Leverage

$0

Annual Cost with
Leverage

$0

Total tax-free payment in retirement

$0

Annual tax-free income (- yrs)

$0

TOTAL CLIENT COST (5 YEARS)

$0

TOTAL BANK COST (10 YEARS)

$0

RETIREMENT INCOME (PER YEAR)

$0

TOTAL TAX-FREE INCOME

$0

Death Benefit without Leverage

$0

Death Benefit with Leverage

$0

Income without leverage

$0

Income with leverage

$0

Total Cost
Asset Class Amount Percent Deductible Tax Offset Value
Retirement Contribution $0 100% $0
Oil and Gas $0 90% $0
Charitable Land $0 0% $0
Life Insurance $0 - -
TOTAL INVESTMENT

$0

TOTAL TAX OFFSET

$0

Your Customized

Wealth Report

Congratulations! You’re just one step away from downloading your Wealth Strategy Report. This will serve as your customized roadmap to lower your taxes today so you can maximize your wealth tomorrow.