Stop Financial Stress

Stop Financial StressStop Financial StressStop Financial Stress

Stop Financial Stress

Stop Financial StressStop Financial StressStop Financial Stress
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7 Steps To Financial Freedom & Less Stress

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.

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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.

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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. 

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STEP TWO: Get Proper Protection

Life Insurance

You should obtain life, health and disability insurances to protect against loss of income and going backwards in your wealth creation plan.

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Affordable Telemedicine: Anytime, Anywhere - 24/7 Physician On Call

 

Convenient access to care when ever you need it.  Telemedicine, Specialists, Counseling, Advocacy & Rx Discounts.  Only $19.95 per month.

  • 24 Hours a day, 7 Days a week, 365 Days of the year access to Physicians with no time limit
  • Physicians can diagnose, treat and prescribe
  • Prescriptions electronically sent to pharmacy of choice
  • Nationwide coverage to include Puerto Rico
  • Spanish speaking Physicians
  • All Physicians are licensed and reside in the United States

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Save on Your Health Care Costs

Save on Your Health Care Costs

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%

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STEP THREE: Systematically Pay Off Your Debts

Debt Elimination Strategies

  • Eliminate all your debts as fast as possible.
  • Good Debt vs. Bad Debt

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Improve Your Credit Score

Boost your credit score no matter how bad your current situation is.

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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! 

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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.

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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.  

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STEP FIVE: Build Wealth

Accelerated Mortgage Payoff

Pay off your mortgage in 5 - 7 years without increasing your payments.

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Saving For Future Purchases

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Save For Kids College

529 Plans

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Invest In The Market

Invest In Your Own Business

Traditional Investing in the U.S. Market & Investing in Alternative Markets

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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.  

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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. 

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STEP SIX: Asset Protection

Estate Planning

International Accounts

International Accounts

 Don't leave it to the IRS or leave a mess for your heirs to fight over. Secure your legacy!

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International Accounts

International Accounts

International Accounts

IBCs, International Trusts & Offshore Banking

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Dual Citizenship

Electronic Wallets

Electronic Wallets

Advantages of Multiple Citizenships

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Electronic Wallets

Electronic Wallets

Electronic Wallets

Contact us for more information.

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STEP SEVEN: Charitable Giving

Charitable Remainder Trusts

 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. 

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Irreversable Life Iinsurance Trust (I.L.I.T.)

 Replace the asset that you gave away to charity with tax free cash to your heirs. 

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501(c)(3) Family Foundations

501(c)(3) Family Foundations

 Create a legacy using a Family Foundation 

Learn More

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