Comprehensive Wealth Planning Solutions for High-Income Earners
Our first priority is to help you identify where you are unknowingly and unnecessarily losing money. We work to plug those financial leaks and build wealth for you with certainty.
Our ultimate goal is to help you reach your maximum financial potential. We achieve this using the Velocity of Money approach. This ensures that when you reach retirement, you can spend and enjoy the most wealth possible. And you do this without the fear of running out of money.
Our wealth planning solutions ensure that you never have to worry about running out of money. Furthermore, you’re also able to pass on up to 100% of what’s left.
To learn our method in detail, get your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson. This bestselling book reveals the financial system used by the wealthy to protect, grow, and pass on legacy wealth.
How We Make Your Life Better with Our Wealth Planning Solutions
Identify and plug hidden financial leaks that are causing unnecessary wealth loss, leading to increased savings.
Access a proven wealth-building system used by wealthy families like the Rockefellers, rather than relying on risky market performance.
Achieve an average 29% savings rate, dramatically higher than the national average of 4%.
Create financial freedom in the present while building for the future, rather than postponing fulfillment until retirement.
See tangible financial progress within the first quarter of implementing our solutions.
Maximize the value of every dollar through “multidimensional assets” that provide multiple benefits simultaneously.
Get comprehensive visibility into finances through advanced tools like LEAP methodology and Currence cash flow management software.
Establish automated savings and organizational systems that simplify money management.
Protect assets against taxes, inflation, and market volatility through diversified investment streams.
Create a lasting family legacy through tools like family constitutions and comprehensive estate planning.
Access cost-effective estate planning through our legacy planning software.
Receive ongoing education and partnership focused on long-term wealth building success.
Wealth Planning Solutions that Build Your Wealth with Certainty
We reject the typical approach of hoping markets will perform well enough for retirement. Our clients choose us because we build wealth with certainty—not risk, hope, or luck.
Our method centers on finding money you’re currently losing without realizing it. Many high-income earners are surprised to discover how much wealth slips through their fingers each year. Through our systematic analysis, we identify these leaks and implement strategies to capture that money instead.
Once that money is captured, we direct it into specific accounts with multiple benefits. These wealth planning solutions enable you to leverage and accelerate your wealth.
We Accelerate Your Wealth Using the Velocity of Money Approach
Typical financial planning focuses on accumulating wealth in accounts that serve a single purpose: slow growth. We take a different approach with our wealth planning solutions. We harness the Velocity of Money concept to make your money work harder and smarter.
The Velocity of Money represents how quickly and efficiently your money moves through different vehicles and investments. Think of a thriving economy, where money flows rapidly between businesses, consumers, and investments. The faster it moves, the more value it creates. We apply this same principle to your personal finances.
By increasing your money’s velocity, we create multiple streams of return instead of relying on a single growth rate. Having three investments earning 5% often proves more valuable than one earning 15%. This approach to wealth planning solutions shields your wealth from taxes, inflation, and market volatility.
Create Financial Freedom Today, Rather Than Waiting
What sets us apart from the rest of the industry is our focus on wealth acceleration rather than wealth accumulation. We don’t prioritize stuffing money into retirement accounts to build a large nest egg for the future. Rather, our wealth planning solutions help you create financial freedom today.
We help you prepare for tomorrow while living fully in the present, spending and enjoying life with your loved ones. We empower you to live life to the fullest—on purpose, for a purpose, and by design. This is opposed to simply following a conventional path that pushes fulfillment to the future.
Wealth Planning Solutions that Leverage the Power of Multidimensional Assets
The wealth planning solutions we recommend include multidimensional assets. Certain products and investments can perform multiple jobs simultaneously, maximizing the value of every dollar you invest.
Consider real estate as an example of a multidimensional asset. When you place money in real estate, it generates four distinct benefits. These include property value appreciation, depreciation for tax advantages, monthly cash flow from rentals, and additional tax benefits from ownership.
Life insurance is an example of a powerful multidimensional asset. A whole life insurance policy can provide fourteen distinct benefits. These include:
1. You own the death benefit.
2. The death benefit increases over time.
3. The cash value gets guaranteed growth.
4. The cash value grows on a tax-deferred basis.
5. You get dividends.
6. You have the ability to access your cash value in the form of policy loans.
7. You avoid wasted term costs.
8. You have creditor protection on cash value.
9. It gives you disability protection.
10. It protects you against terminal illness with an accelerated death benefits rider.
11. It can support long-term care income.
12. It gives you protection against government plans like Social Security and FAFSA.
13. It gives you estate distribution options to bypass probate.
14. It enables you to conserve your estate.
Every dollar you invest into wealth planning solutions has to go somewhere. Rather than just having it have one job where it grows, why not have multiple jobs at one time?
We Use the LEAP Methodology for Our Wealth Planning Solutions
We utilize the Lifetime Economic Acceleration Process (LEAP) as a cornerstone of our wealth planning solutions. LEAP provides a scientific framework that combines protection, savings, and growth into a cohesive strategy for building sustainable wealth.
Through LEAP, we can view your entire financial life on a single page. This revolutionary approach to wealth planning solutions divides your financial world into 27 distinct areas. It allows us to optimize each component while ensuring they work together harmoniously. The result is greater wealth generation without requiring additional out-of-pocket expenses.
The LEAP retirement planning solution helps reduce your lifetime tax burden while protecting your assets against multiple risks. It identifies and helps you avoid common financial pitfalls that plague many high-income earners.
Through careful coordination of all financial elements, LEAP enables you to retain more of your income and assets throughout your lifetime.
Cash Flow Management
We begin our wealth planning solutions by implementing organizational systems that bring clarity to your finances. We help you establish optimized entity structures that protect and grow your wealth.
We create automated savings processes that remove the burden of manual money management. To accomplish this, we utilize Currence cash flow management software. It gives you unprecedented visibility into your cash flow.
Legacy Planning
Our comprehensive legacy planning services include implementing the Rockefeller Method of legacy planning. This is detailed in the bestselling book What Would the Rockefellers Do? by our partner Garrett Gunderson. Click here to get your free copy now.
We are one of the only licensed professionals in the country authorized to implement this method. We guide clients in building structures that truly set them apart, such as creating a family constitution. This ensures their values, vision, and legacy are preserved across generations.
We also help clients implement estate planning documents with our partnership with LegacyLock legacy planning software.
This proprietary platform allows you to create your complete estate plan at home, without expensive attorney fees. It includes living trusts, healthcare directives, and power of attorney documents.
Each document is attorney-drafted and customized to your needs. You can store your documents in our secure vault with 24/7 access. You can also update your plan anytime at no extra cost. Our legacy planning software offers all this for a fraction of traditional legal fees.
Proven Results from Expert Wealth Planning Solutions
Our methodical approach to wealth planning solutions delivers measurable results. Our average client achieves a savings rate of 29%, compared to the national average of just 4%.
We provide the data and insights needed to make confident financial decisions. We use advanced tools like the LEAP (Lifetime Economic Acceleration Process) model and Currence cash flow management software. These give you a comprehensive view of your financial picture. Every recommendation we make is backed by proven models and historical data.
You’ll see tangible progress in your financial life within the first quarter of implementing our wealth planning solutions.
This includes implementing financial organization skills to lay the foundation of your financial life. We help you set up and structure business entities properly. We help you establish a cash flow structure that automates your savings and provides timely data.
Furthermore, we help you get all your insurance protection in place and an estate plan organized.
Finally, you have a clear game plan for how to achieve your financial goals. These initial steps set you on the path toward achieving financial freedom.
A Partnership for Lasting Financial Success
Many typical advisors simply manage investments. In contrast, we take a holistic approach to your financial life with our wealth planning solutions. We serve as your partner in building lasting wealth. We provide education and insights that empower you to make sound financial decisions.
Our process focuses on both immediate results and long-term success. We help you create financial freedom today while building for tomorrow.
