• ABOUT
• ASSET PROTECTION
  • Asset Protection Introduction
  • Asset Protection Review
  • Is a Lawsuit Lying in Wait for You?
  • Negligence Lawsuits
  • Domestic Strategies
  • Offshore AP Structures
  • Stock Market Protection
• TAX
  • Tax Planning Introduction
    • Critical Capital Mass
  • Qualified Retirement Plans
    • 401(k) Plans
    • Profit Sharing Plans
    • Defined Benefit Plans
    • Roth 401(k) Plans
    • Roth IRA Conversions
    • 401(h) Plans
    • 412(e)3 Defined Benefit Plans
    • Cash Balance Plans
  • Closely-Held Insurance Company (CIC)
  • Section 79 Plans
  • Creative Health Care Deductions
  • Tax-Deductibe LTC
  • Tax-Favorable Charitable Planning
• FINANCIAL
  • Financial Planning Introduction
  • Predicting the Future
  • Retiring Without Risk
  • Home Equity Acceleration Plan (H.E.A.P.™)
    • Getting Help With H.E.A.P.™
    • H.E.A.P.™ Mobile App
  • Fixed Indexed Annuities
  • Roth IRA Conversions
  • Equity Harvesting
  • Retirement Life
    • More Information on Cash Value Life Insurance
  • 7% Guaranteed Return with Lifetime Income
• ESTATE
  • Estate Planning Introduction
  • 5 Estate Planning Tools
  • Long-Term Care Insurance
  • SPL for Long Term Care Insurance
  • Life Insurance Made Easy
  • Life Settlements
  • Advanced Estate Planning Tools
  • Charitable Planning
  • Avoid the 75% Tax Trap
  • Family Limited Partnerships
• EDUCATION
  • Wealth Management Begins with Risk Management
  • Analyzing Risk
  • Planning Center
  • Medicaid Planning
  • Design Center
• CONTACT