NEVER LOSE MONEY
Is that possible? It is not only possible, it is critical to a properly structured retirement income plan!
WHERE DO RETIREES LOSE THE MOST MONEY?
.01
Taxes, 32.5% on average in California . . . every year. We help make it tax-free.
.02
Market losses can devastate a real plan. Your worst year should be zero. Zero can be hero!
.03
Fees, expenses, commissions charged by brokers and attorneys. We do one simple, basic engagement, no billable hours, and guarantee results before you engage us.
What we do is unique! Is your retirement plan risk-free, tax-free and guaranteed for the life of both spouses? Does it include critical health coverage?
We create attorney-designed, common sense plans to take full advantage of 100-year-old tax laws used by the wealthiest American families.
Our goal for you is to eliminate risks, fees, taxes, health concerns, the IRS and Franchise Tax Board.
BOOK COMING SOON
DEBUNKING THE BELIEF THAT KEEPS FAMILIES & EDUCATORS FROM ENJOYING RETIREMENT
Your retirement can be enjoyable without fear of loss from volatile markets, health issues, ongoing fees and commissions, or ever "running out of money".
Our book will show you how to insure your future so retirement can be joyous, not stressful. With proper planning, you can double and triple what many settle for in retirement cash flow.
IF IT DOESN’T GUARANTEE YOU INCOME AND CASH FLOW FOR LIFE, IT’S NOT A PLAN.
Our staff of 30 years is available to you at all times. You will have a personal representative for life who will meet in your home. We will tell you in advance what we can do to improve your current "retirement plan".
MEET BRUCE
For over 35 years, I have designed written retirement plans for over 1,500 families. They have always been safe, conservative, and focused on creating more cash flow retired than they enjoyed working. I have done this in the capacities of financial planner, wealth manager, securities broker, insurance broker, and Registered Investment Advisor.
But I have concluded that to be the most effective, I need to be able to use my background as an attorney. Virtually every family has an eventual or ongoing need to have legal help. I use tax laws to minimize and eliminate their greatest expense.
Join the waitlist for our Retirement Strategy book
Get and then put your learnings into action with a free 60-90 minute consultation to see what a real retirement plan should be.
WANT A FREE 1:1 RETIREMENT STRATEGY CALL?
Schedule your FREE 1:1 60-90 min. strategy call with Bruce below.