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?

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?

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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