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STEP ONE: Manage Your Cashflow
Establish A Spending Management Plan
Put More Money Back In Your Pocket With Tax Deductions
Establish A Spending Management Plan
This will be the main factor in determining your success.
Earn Additional Income
Put More Money Back In Your Pocket With Tax Deductions
Establish A Spending Management Plan
Get a raise, start a side hussle, get paid to refer our products.
Put More Money Back In Your Pocket With Tax Deductions
Put More Money Back In Your Pocket With Tax Deductions
Put More Money Back In Your Pocket With Tax Deductions
Save $6,000+ each and every year in tax savings.
STEP TWO: Get Proper Protection
Life Insurance
Disability Insurance
Health Insurance
You should obtain life, health and disability insurances to protect against loss of income and going backwards in your wealth creation plan.
Health Insurance
Disability Insurance
Health Insurance
Save 30% - 50% on medical costs.
Average health insurance costs continue to rise, and employers and employees are facing historically high premiums. According to Kaiser Family Foundation’s Employer Health Benefits Survey for 2023, the cost is $8,435 for single coverage and $23,968 for family coverage.
Click below and learn how to SAVE 30% - 50%
Disability Insurance
Disability Insurance
Disability Insurance
Compare top rated disability insurance companies.
STEP THREE: Systematically Pay Off Your Debts
Debt Elimination Strategies
Consolidation, Accelerate & Eliminate All Your Debts
Debt Elimination Strategies
- Eliminate all your debts as fast as possible.
- Good Debt vs. Bad Debt
Improve Your Credit Score
Consolidation, Accelerate & Eliminate All Your Debts
Debt Elimination Strategies
Boost your credit score no matter how bad your current situation is.
Consolidation, Accelerate & Eliminate All Your Debts
Consolidation, Accelerate & Eliminate All Your Debts
Consolidation, Accelerate & Eliminate All Your Debts
Consolidate debts, accelerate your debt rolldown plan and use our mortgage acceleration program to be completely debt-free, including your mortgage, in as little as 4 - 7 years. Use one of our wealth building strategies and you can eliminate all your debt even faster!
STEP FOUR: Build A Sufficient Emergency Fund
Save 3 - 12 Months of Expenses
Have Liquidity For Buying Opportunities
Have Liquidity For Buying Opportunities
You should have 3 - 12 months of expenses saved (or at least available) depending on how likely you are to be laid off and how long it would take to find an equivalent paying job during times of recession.
Have Liquidity For Buying Opportunities
Have Liquidity For Buying Opportunities
Have Liquidity For Buying Opportunities
Don't tie up a large emergency fund in a low yielding savings account. Keep 1- 3 months of expenses on hand, then pay off your debts faster and use a pre-established HELOC to access liquidity in the case of a major emergency.
STEP FIVE: Build Wealth
Accelerated Mortgage Payoff
Accelerated Mortgage Payoff
Accelerated Mortgage Payoff
Pay off your mortgage in 5 - 7 years without increasing your payments.
Invest In The Market
Invest In Your Own Business
Save For Kids College
Traditional Investing in the U.S. Market & Investing in Alternative Markets
Invest In Real Estate
Invest In Your Own Business
Invest In Your Own Business
Learn to make money and create multiple streams of income with real estate.
Invest In Your Own Business
Invest In Your Own Business
Invest In Your Own Business
Assistance in setting up a business: proper structure, learn tax advantages, health re-imbursement programs, receive payroll & benefit help, business credit financing and much more.
STEP SIX: Asset Protection
Estate Planning
Estate Planning
Estate Planning
Don't leave it to the IRS or leave a mess for your heirs to fight over.
International Accounts
International Accounts
International Accounts
IBCs, International Trusts & Offshore Banking
Dual Citizenship
International Accounts
International Accounts
Advantages of Multiple Citizenships
STEP SEVEN: Charitable Giving
Charitable Remainder Trusts
Irreversable Life Iinsurance Trust (I.L.I.T.)
Irreversable Life Iinsurance Trust (I.L.I.T.)
Avoid capital gains and receive tax deductions for giving some of your assets to a CRT. Receive tax advantaged income for life and upon death, the remainder goes to a charity of your choice or your Family Foundation.
Irreversable Life Iinsurance Trust (I.L.I.T.)
Irreversable Life Iinsurance Trust (I.L.I.T.)
Irreversable Life Iinsurance Trust (I.L.I.T.)
Replace the asset that you gave away to charity with tax free cash to your heirs.
501(c)(3) Family Foundations
Irreversable Life Iinsurance Trust (I.L.I.T.)
501(c)(3) Family Foundations
Create a legacy using a Family Foundation