Discover the advantages of a truly diversified strategic retirement plan to help you reduce taxes and fees, eliminate stock market volatility, and leave a legacy with Lifeline Innovations & Insurance Solutions. Learn more.
We want to make a difference in your life, and we do that by being different. Different isn't always better, but better is always different!
You won't hear us talk about the usual investment advice or parrot the popular financial prognosticators about "market performance" or "asset allocation".
We won't ask you about your "risk tolerance" because we'll assume that you don't want to risk ANY of your hard-earned money!
We’re not product-driven; we’re strategy-driven.
After we get to know you and your financial situation, we may recommend one or more of our strategies to help you accomplish your goals, but only if it's in your best interest to do so.
What if you could:
Why worry about your money in the stock market when it can be safe and working hard for you?
Are you planning your retirement just like everyone else? Were the terms “asset allocation”, “risk tolerance”, and “diversification” part of the conversation to set up your IRA, 401(k), or 403(b)?
Have you ever thought about those terms? If you “diversify” your risk to different sectors of the stock market, what are you really diversifying? It’s ALL still in the stock market! And what do we know about the stock market? Stocks go up, stocks go down, and stocks go sideways.
Maybe you’ve got some of your retirement assets in bond funds because you have a low “risk tolerance”… in many cases, those bond fund returns don’t even keep up with inflation.
Are those your only options - ride the stock market roller coaster or watch inflation erode your savings over time?
What about your Social Security benefits? Did you know that there are dozens of different ways a married couple can structure their Social Security benefits? If you structure your Social Security benefits the wrong way, you’ve just cheated yourself out of benefits that you’ve already paid for and earned… And the Social Security Administration is not in the job of helping you get the most benefits… they’d prefer that you don’t know.
And what about taxes? Do you realize that you’ll pay income taxes on every penny you take out of your traditional IRA, 401(k), and 403(b)? And when you reach the age of 70 ½, the IRS is going to dictate the Minimum Required Distribution you have to take each year and the tax rate that you’ll pay.
What if there is another, better way to save for retirement? It’s a secret in plain sight that the wealthy have been using for years, but you aren’t aware of it. Or maybe you have heard of it and laughed it off… while wealthy insiders are laughing about it all the way to their bank!
We do things differently. We don’t just fix problems… we show you how to PREVENT problems in the first place! We show you real, strategic diversification using Safe Money, Tax-Free Money, innovative alternative investments, and a fixed return asset class you’ve probably never heard of.
We show you how to pay yourself to neutralize a large portion of your future income taxes by creating your own bank, and we show you how to create a tax-advantaged stream of income that you can never outlive – your own private pension plan.
We can’t help everyone, as some people are afraid to do things differently, or they want to do the same old things, in which case, they’ll get the same old results.
If you’re open to fresh, new “old” and innovative ideas, let’s sit down and talk to see if we can help you get more retirement income, pay less taxes, and protect and grow your wealth.
What have you got to lose…? Taxes?