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*.

“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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FLS TRUE DIVERSIFICATION

(FRACTIONAL LIFE SETTLEMENTS)

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TAX-FREE INCOME STRATEGIES

(CASH VALUE LIFE INSURANCE)

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GROWTH WITH PROTECTION

(FIA’s -- FIXED INDEX ANNUITIES)

*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.

Reliant Life Shares™ are only available to financially qualified California investors.