Our Philosophy

How much is a dime worth to you?

It’s worth more than you think. Let me ask you a question... I will give you $1 million dollars cash or a dime doubled every day for the next 30 days. Which would you choose?

If you were wise, you would choose the second option, because you just made yourself over $53 million. This example shows us the power of compound interest, what Einstein referred to as the 8th wonder of the world.  

Never lose a dime ever again. And obviously, you would much rather receive these dimes tax-deferred ($40 million) or tax-free ($53 million) at the end of those 30 days; because if you were to tax them as-you-go, you would end up with only $12,700 (assuming 25% tax bracket).

That’s a huge drop to your retirement nest egg. I help you protect and grow your money in the most tax advantageous, risk-free manner.

Strategies to protect and grow money

Every situation is unique; filled with its own unique challenges and goals. When meeting with James for the first time, he’ll sit down with you and take the time to discover your goals. He’ll explore with you surprising strategies for optimizing your most valuable assets.

What’s your ideal future?

Have you achieved your true wealth potential?

James will show you how to protect and grow money in the most tax advantageous, risk-free manner.

Schedule a no-cost, no-obligation consultation

All of these services are done through many different avenues such as in person appointments, phone appointments, web conferences, emails, webinars, workshops, and annual reviews for all existing clients.

 Schedule an appointment today:

phone at (800) 538-8001 or email [email protected]

 

Get started planning your future today!

Retirement Ready

YOUR FREE GIFT

Get an Estate Planning guide and answer the four most important questions about your retirement!