What if Wealth was only one choice away?

Business owners and retirement plan sponsors who effectively mitigate their tax burden experience financial security and a future that’s boundless. The key is understanding how taxes and retirement planning converge to create the wealth desired.

WealthPRIME™ is a revolutionary and proprietary wealth-building system that blends three critical elements into one powerful financial planning solution. What’s more, in every scenario, WealthPRIME™ saves clients a minimum of $25,000 in annual taxes.*

Tax Mitigation

WealthPRIME™ knows how to leverage the new IRS tax laws to benefit business owners. The result is meaningful advantages and tax reductions.

Wealth Enablement

Through WealthPRIME’s™ Wealth Builder, entrepreneurs are able to forecast their financial health and wealth accumulation 5, 10, or 20 years into the future.

Retirement Planning

We take you beyond traditional retirement planning and use our advanced, patented mix of retirement vehicles to put you on the path to true financial independence.

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Business Owners

How would it feel to enjoy the fruits of your labor and share in life’s most amazing and important events such as: family additions, vacations, second homes, investment properties, college funds, or buying a new car? Isn’t it time you kept more of your hard-earned money in your pocket?

Make This a Reality

Financial Professionals

Your clients count on you to help them reach successful retirement. What if you could remove the unnecessary complication from selling, shorten the sales cycle, and help them build a secure financial future – all with one click?

Learn How You Can

Insurance Agents

If you’re a life insurance agent who wants to build a new revenue stream, we have the solution. How would it feel to go beyond offering stand-alone life insurance and provide a combined retirement solution that offered up to a $2 million, tax-free, lump-sum death benefit to your clients?

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Need help? Call our support team 24/7 at (855) PRIME-40

Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free within the plan.

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DISCLAIMER

* WealthPRIME™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and WealthPRIME™ is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources WealthPRIME™ believes are reliable; however, WealthPRIME™ does not warrant the accuracy, completeness or timeliness of such information. WealthPRIME™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WealthPRIME™ EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WealthPRIME™ HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WealthPRIME™, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.