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Estate Planning

Estate Planning

Estate PlanningWe look at our financial life in two phases; one while we are living and the other when we are not. We...

Solar Tax Strategy

— Services Solar ProviderBecome a solar provider - a turnkey business and federally funded tax alternative. The Solar...

Self-Directed IRA Summit 11

Hosted by Mat Sorenson, Directed IRAThe 11th Self-Directed IRA SummitApril 19th - 20th, 2024Dallas, TexasWhy attend...

Tax and Legal 360 Conference

Tax and Legal 360 Conference

Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...

Self-Directed IRA Summit 10

Hosted by Mat Sorenson, Directed IRAThe 10th Self-Directed IRA SummitOctober 20th & 21st, 2023Why attend the...

Podcasts

Financial Independence Now Hosted by Randy Luebke, RFC, Independent Fiduciary AdvisorFinancial Independence Now...

RSP Professionals

ProfessionalsRetirement Savings Plans for ProfessionalsIf you are a professional (CPAs, Attorneys, and other Financial...

Retirement Savings Plans

Retirement Savings Plans

— Services Retirement Savings PlansIf you have arrived on this webpage, it is highly likely that you fall into one of...

Delaware Statutory Trusts

— Financial Products & SolutionsDelaware Statutory TrustsA simple and often better solution than a...

Live Events

FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...

Webinars

FeaturedWebinarRecorded: March 18th @ 6:30 PM Pacific Time to put 2020 behind us and look forward to an amazing new...

Cost Segregation

Cost Segregation

— ServicesCost Segregation for Real Estate Investors If you are a real estate investor, you can save thousands of...

Mini Loan Application

Mini Loan Application

— Loan ServicesYour Loan ApplicationInstantly download your Mini-Purchase or Refinance Loan Application now. Make your...

The Smart Mortgage Minimizer ℠

The Smart Mortgage Minimizer ℠

— ServicesThe Smart Mortgage Minimizer smA mortgage loan is more than just a debt; it's a powerful financial tool....

Services

Services

Overview of Services & ProductsOverview ofServices & ProductsWe focus on helping successful business owners,...

Home

Home

FINANCIAL INDEPENDENCE – When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it’s an option.

Lifetime Bookstore

Lifetime Bookstore

— EducationLifetime BookstoreEducation is the hallmark of our process. This section contains information on great...

The Business Owner’s Guide

The Business Owner's Guide to Financial Freedom: What Wall Street Isn't Telling YouThe Difference Between Wall Street...

Tax Planning

Tax Planning

Tax PlanningAt the core of our financial philosophy lies the awareness that taxes represent life's most significant...

Asset Protection

Asset Protection

Asset ProtectionOur asset protection strategy is to create barriers, boundaries, and safety nets to protect you and...

Financial Edification

Educational BlogFinancial EdificationLatest NewsBrowse All Articles, Videos, PodcastsBrowse By Element

Schedule Appointment

Schedule Appointment

Coaching & ConsultingSchedule AppointmentWe provide our clients and professionals with strategies to help them...

Retirement Planning

Retirement Planning

Retirement PlanningOur unique and proprietary systems and services will take you from where you are today, to your...

About us

About UsWe are a team of Registered Financial Consultants and Independent Fiduciary Advisors dedicated to serving a...