Are You Playing Checkers With Your Investment Portfolio When You Should Be Playing Chess?

Our Mission

To help you get to and through retirement with more wealth and comfort and then leave a legacy consistent with your fullest hopes and dreams.  To give you tools & tactics that help you manage your investment portfolio in a more sophisticated manner, allowing you to keep more of your money during economic downturns and pay less in taxes*.

Read About Us

“Money is the best employee you could ever have.  It can work tirelessly and efficiently for you 24 hours a day, so long as you manage it properly.”

–James D. Clark,
Retired UBS Wealth Preservation & Planning Consultant

Services Offered

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PORTFOLIO DIVERSIFICATION

(SENIOR FRACTIONAL LIFE SETTLEMENTS)

A sign supporting tax free income strategies in Del Mar, CA
TAX-FREE INCOME STRATEGIES

(CASH VALUE LIFE INSURANCE)

Golden nest egg concept for retirement savings
GROWTH WITH PROTECTION

(FIA’s -- FIXED INDEX ANNUITIES)

Retirees Beach at Sunset
HELP SELLING YOUR LIFE INSURANCE POLICY

(CASH VALUE LIFE INSURANCE)

*We do not provide tax or legal advice.  Seek advice from your own financial, legal and tax advisors.  Any and all guarantees are subject to the claims-paying abilities of the underlying insurance company.

Fractional Life Settlement Investments are only available to financially qualified California investors.

If you are a qualified California investor and would like to explore this opportunity further, reach out today to learn more by requesting a free consultation.