Wealth Planning Solutions for People Serious About Their Money
We provide sophisticated wealth planning solutions that empower you to achieve your maximum financial potential. Our clients choose us because our approach is fundamentally different from traditional financial planning. Our wealth planning advisors teach you how money really works, rather than just selling you products.
Most people’s finances resemble a junk drawer—a hodgepodge of disconnected products and decisions with no rhyme or reason. We help bring harmony and coordination to your financial life through proven macroeconomic strategies.
We begin by examining your finances to find hidden inefficiencies and opportunities. Then we implement proven wealth planning solutions to plug those leaks and maximize your wealth-building potential.
Want to learn in depth how we maximize your wealth? Get your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson. This bestselling book reveals the Rockefeller Method for protecting, growing, and passing on wealth.
How We Make Your Life Better with Our Wealth Planning Solutions
As our clients will attest, our financial planning process helps you:
Transform your financial “junk drawer” into a coordinated, harmonious system that maximizes the value of every dollar.
Access a proven wealth-building system used by wealthy families like the Rockefellers, rather than relying on risky market performance.
Establish automated systems that make wealth-building your default position rather than an afterthought
Direct your money’s flow to build wealth more efficiently using our Velocity of Money approach.
Break free from the traditional 4% withdrawal rule by implementing strategies that let you spend more in retirement.
Establish proper protection and legacy planning to ensure your family’s financial security.
Get ongoing education about how money really works, not just product-focused sales pitches.
Ready to access these wealth planning solutions and more? Schedule a Discovery Call to learn more.
We Restore Your Confidence in Your Financial Future
Many of our clients come to us lacking confidence in financial institutions and products. This stems from an industry designed to collect your money and keep it as long as possible.
Traditional wealth planning solutions that focus on accumulation lock your money away in accounts that serve the institutions’ interests, not yours. Think about traditional 401(k)s and 403(b)s, for example. They’re marketed as savings vehicles. But they actually involve significant market risk and are built to restrict your access to capital.
We take a different approach with our wealth planning solutions. We teach you how money really works, empowering you to make informed decisions about your wealth.
Our wealth planning solutions provide verification tools to help you determine what’s truly in your best interest. We go beyond simply selling products to help you understand the “why” behind every recommendation.
We Use a Macroeconomic Model to Optimize Your Wealth Planning Solutions
The Lifetime Economic Acceleration Process (LEAP) provides a comprehensive view of your financial life. This macroeconomic model shows how each financial decision impacts every other aspect of your planning.
We analyze twenty-seven distinct areas of your financial life, displaying them on a single page. This unique perspective makes it easy to spot inefficiencies and opportunities that traditional planning often misses. The model reveals whether you’re properly protected, saving efficiently, and using the right vehicles for your goals.
LEAP makes money work in multiple ways while protecting wealth. Unlike traditional planning, LEAP avoids single-purpose investments. Instead, it creates a system where assets perform multiple functions at once.
The process starts by establishing protection against risks like lawsuits and market downturns. LEAP then ensures spending freedom through guaranteed death benefits that replace used wealth.
The method identifies hidden financial drains while optimizing investments, debt, and savings patterns. It gives you clear visibility of your finances through interactive tools and updates.
The goal is efficient wealth building that grows and replenishes itself while maintaining protection.
We Help You Leverage the Power of Multidimensional Assets
Think of a multi-tool. While a standard screwdriver performs one function, a multi-tool provides over a dozen different capabilities in a single tool. We apply this same principle to your wealth planning solutions through multidimensional assets.
Whole life insurance exemplifies this approach to wealth planning solutions. A savings account gives you just one benefit—growth. But a whole life policy is like a financial multi-tool. It provides twelve distinct benefits that work together to maximize your wealth-building potential:
- Guaranteed death benefit ownership
- Increasing death benefit over time
- Guaranteed cash value growth
- Tax-deferred growth
- Dividend potential
- Flexible access to capital through policy loans
- No wasted term costs
- Creditor protection on cash value
- Disability protection
- Terminal illness protection through accelerated benefits
- Long-term care support
- Estate planning advantages including probate bypass
Our wealth planning solutions focus on these types of multidimensional assets because they maximize the efficiency of every dollar. Instead of using products that serve only one purpose, we implement wealth planning solutions that create multiple benefits simultaneously.
We Accelerate Your Money Using the Velocity of Money
Traditional planning focuses solely on accumulation, forcing you to lock away money in accounts that serve a single purpose. Our wealth planning solutions harness the Velocity of Money concept to make your wealth work harder and smarter.
Banks and financial institutions don’t just accumulate money. They put it to work through movement and leverage. We help you implement similar strategies with our wealth planning solutions. We help you create multiple streams of return and use that cash flow to build additional wealth.
We Help You Break Free from Financial Gravity
Financial gravity represents the natural pull of money toward consumption. Modern technology makes spending easier than ever, from tap-to-pay cards to digital wallets. This technological convenience often works against your financial interests.
Most people direct their paychecks straight into checking accounts earmarked for expenses. When money lands there first, it’s practically guaranteed to get spent. Our wealth planning solutions help you overcome this financial gravity through strategic account structuring.
By redirecting your income through a reservoir account before it reaches your checking account, we help you capture wealth automatically. This system even captures pay increases and windfalls that might otherwise be consumed by lifestyle inflation. The result is dramatically higher savings rates and accelerated wealth building.
Cash Flow Management That Actually Works
We begin by implementing our proven reservoir account strategy, inserting a “speed bump” between your income and spending. This simple yet powerful change transforms your relationship with money and makes saving automatic rather than an afterthought.
Legacy Planning
Among our wealth planning solutions is comprehensive estate and legacy planning. This includes 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 few professionals licensed to implement this method. We help clients build structures that ensure their values, vision, and legacy are preserved across generations.
Our legacy planning is also aided by comprehensive, tech-driven estate planning platform. It streamlines estate planning with intuitive tools like customizable visualizations, state-specific legal documents, and proactive insights. The platform supports secure document storage, easy sharing with collaborators, and real-time updates.
Specialized Wealth Planning Solutions for Professionals
While we work with anyone serious about their money, we offer specialized expertise for:
Business Owners
We understand the unique challenges of business ownership. Our wealth planning solutions help coordinate your business and personal finances while maximizing tax efficiency and protection. We can connect you with our network of attorneys and accountants to ensure all aspects of your planning work together.
Medical Device Representatives
From W-2 income optimization to business development opportunities, we help medical device professionals maximize their unique compensation structures. Whether you’re earning $250,000 or developing your own product line, we understand your industry’s specific challenges and opportunities.
Firefighters and Public Safety Officers
Your Path to Maximum Financial Potential
Our ultimate goal is helping you achieve your maximum financial potential through our proven formula:
Maximum Protection + Money Supply = Maximum Financial Potential
Our wealth planning solutions help you save money, spend it, and pass it on. This means creating harmony between different financial tools and building sustainable wealth. We enable you to enjoy more of your money during your lifetime while ensuring your legacy remains intact.
