Building wealth and creating financial independence is both an art and a science. To be successful one must use a variety of skills in planning the outcome, implementing the plan and controlling the desired results. Coordinating these three steps is an ongoing and ever changing process due to variations in the economic circumstances surrounding one's personal and business life.

In order to provide a more efficient and cost-effective approach to creating wealth, we created a macroeconomic process.

We call this macroeconomic process of strategic wealth building business and personal financial engineering. It focuses on the flow and positioning of your money to effectively increase its performance over time.

Today's life insurance policies include a long term care benefit as part of the policy. This is a unique and cost-effective way to offer a Long Term Care Benefit without purchasing a separate policy.

Find out more!

The family remains one of the most powerful financial tools, yet is misunderstood and overlooked. It is time to take a fresh look at new ideas that will better prepare you for the uncertain future we all face. If you are a parent, grandparent or grown child of a strong, loving family, you should learn this concept. Although it is possible that every living generation of a family may prosper individually, it pales in comparison to the wealth that could be produced had they planned together as a single-family unit.

We provide parents with the keys to make informed decisions about the skyrocketing cost of college, and prepare students for the college application/selection process using a powerful and easy-to-use methodology.

• Why is proper planning so important?
• Learn about the myths of financial aid
• Should my child choose Public or Private?
• What impact will college planning have on my retirement?
• Where is the best place to save for college expenses?

Changing jobs or retiring?

1. How many years will I have to work until I can retire?
2. How much money do I need to save for my retirement?
3. What rate of return on my savings do I need to retire?
4. Will I need to reduce my living standards to retire?
5. Is my current financial plan the best strategy to secure my retirement?

No? Don't worry, We'll Answer Them in 10 Minutes!

It is not about the products, it's the process that will secure your future!

• Insure you and your loved ones
• Finance your own purchases
• Create generational wealth
• Develop long term financial vision
• Build a lifetime of inflation-proof guaranteed income

1. How many years will I have to work until I can retire?
2. How much money do I need to save for my retirement?
3. What rate of return on my savings do I need to retire?
4. Will I need to reduce my living standards to retire?
5. Is my current financial plan the best strategy to secure my retirement?

No? Don't worry, We'll Answer Them in 10 Minutes!

Annuities: What are they?

• How many different types are there?
• Which annuity is best for me? Why?
• What are the differences between Deferred, Income, Immediate, Variable, Index, and Fixed Indexed Annuities?
• Should I consider Riders? What are the benefits for my spouse?

Which Annuity Is Right For Me?

• Which annuity is best for me? Deferred, Income, Immediate?
• Can I really use annuities to build lifetime, guaranteed, sustainable, and inflation proof income?