About Us

Retirement, wealth preservation and wealth enhancement solutions for:

• Retirees - leveraging your money intended for legacy purposes
• Pre-retirees - converting your current IRAs and other retirement plans to tax free money by the time you retire
• Workers with 401(k)s - protecting the value of your current retirement plans from market volatility
• Millennials – wealth accumulation through systematic high growth safe guaranteed financial investment
• Individual and business retirement plans

It is all about protecting your money through “safe money” investments and sheltering it from taxes, as provided by the tax code.

This is what I can do for you, proof positive!

"Start sometime…​Act now, save now, and enjoy forever." ​ - Thomas Potter

Business size

1-10 employees

Commercial presence