Welcome to Retirement: Tax Free. We are providers of Leveraged Planning® programs – a set of strategies designed to fill “gaps” in a client’s retirement plan or financial planning strategy. Using leverage, these programs provide an opportunity for wealth creation, the structure of custom business planning arrangements and much more
The Programs address the conservative area of a client’s portfolio and are designed to provide cost and benefit stability in a client’s program over time – or to provide flexibility in business planning. Working together, an efficient loan product and a stable-performing crediting product provide your client with a conservative retirement, business planning or wealth creation program.
We are committed to providing our clients with access to reliable, efficient and robust financial products for use in the structuring of a sound portfolio. In addition, these programs provide the potential for a measure of asset protection – depending on the laws of the program participant’s state.
These programs are funded and backed by some of the strongest and most well funded financial firms in the world. They are designed to provide an answer to the question: how will you fund your future?