THE BOOK
Eliminate The Mystery of
predictable, low-tax, high-cash-flow retirement.
It challenges many "beliefs" that are illogical and focuses on creating increasing guaranteed sources of lifetime cash flow for both spouses.
YOUR RETIREMENT INCOME AND OVERALL PLAN SHOULD BE FREE OF RISK, FEES, EXPENSES, AND PARTNERS LIVING OFF YOUR SAVINGS
Modern "retirement theory" includes the need to take risks, pay on-going fees and make permanent partners of the IRS and Franchise Tax Board. It limits savers to 0.4% or less on their savings.
Your retirement can be enjoyable without fear of loss from volatile markets, health issues, ongoing fees and commissions, or ever "running out of money".
GOOD PLANNING DOESN’T HAVE TO BE EXPENSIVE
We believe in taking full advantage of OPM - "other people's money". Have a financial institution offset the cost of converting all your taxable plans to tax-free. Have banks fund 75% of an entirely tax-free plan for folks 15 years or more from retirement. Use private plans that give you tax-free access to over 90% of your retirement resources at any age so you can develop your own portfolio. Let financial institutions add 25% - 40% to your savings and offset any legal fees for you.
Get your FREE synopsis of Bruce's book
Get freebie and then put your learnings into action with a free 90-minute consultation to see what a real retirement plan should be.
BOOK YOUR FREE CONSULT TODAY
Part of your first complimentary meeting will be to receive a copy of the book. It will introduce you to "new" ideas that we believe are common sense - never lose money - insure your retirement - legally avoid taxes and use all of your assets.