We help families and business owners build tax-efficient retirement income they'll never outlive — using strategies Wall Street doesn't want you to know about.
There are GURUs, social media bros, short-sighted financial advisors, Dave Ramseys, and the list goes on. The internet, your broke uncle, and your local insurance agent are all saying different things. You are not alone.
When our founder Dustin Wylie first started in the industry, he felt like everyone around him really didn't know what they were doing. After spending hundreds of hours reading books, listening to podcasts, and studying every angle — he felt like he was in the matrix and everyone around him were NPCs.
After posting on social media for a year straight — as he learned, he posted — there was a wild influx of clients. He reviewed their illustrations and account returns and realized very quickly that everything he thought was correct, was correct. He taught an entire insurance company how to write policies correctly. When he branched out, they bashed his name and said they needed to write bad policies for their personal income.
We make sure you have full understanding of where you are financially, where you're headed on that path, and MULTIPLE avenues you can take to achieve your goals. We make you the professional so you feel comfortable — and when hard times hit, you know where your money is going and why.
The following offerings are not everything we do. Instead below is a short list of our most common offerings.
Education and planning on how to get you to a retirement with the most net spendable income — and hopefully never pay Uncle Sam another dime.
An MRI on your retirement plan. Based on your goals and tolerances, how do you get to the point you can actually retire with no risk of returning to work?
Trusts, wills, healthcare directives, and power of attorney — so your family receives your assets without probate court. The average probate cost is about 7% of your estate.
Not your typical life insurance. How do you use it ethically to protect your estate and family while possibly growing tax-free retirement income? We also use it in business settings.
One of the biggest mistakes: putting everything into tax-deferred accounts like a 401(k). If we catch you soon enough, we convert assets to Roth and get the tax bill over with now.
Invest alongside top business development teams who grow and sell companies for profit. Known for double-digit annual returns over 30 years — but always know the risks first.
Adding one particular product to a retirement plan can take you from a 60% chance of never running out of money to a 98% chance. But most people use these products incorrectly because they are uneducated.
We teach the pros and cons of your corporate structure and the tax obligations behind each one. Always consult a CPA or attorney before creating a corporation.
Finance life insurance like a home or car. Ideal for high-net-worth clients playing catch-up. Net worth should be $2M+ with income above $300K before inquiring.
Everyone's situation is different. Tell us where you are and we'll point you in the right direction.