WealthPRIME® Trinity

Want to save this year on taxes? Act now.

There’s still time to reduce your 2021 tax liabilities. See how quickly you can reduce your taxes.

BUSINESS OWNERS

Discover how much you can save in taxes, instantly.

Trinity, our three-pronged tax-reduction tool, shows you how making certain smart investments can reduce your tax liability and grow wealth. Assemble the financial building blocks of your wealth plan now and receive a fully customized report, immediately.

Retirement contributions drive lower taxes

Retirement plans are great investments. Many business owners qualify for upgrades that can yield annual tax savings of $100,000 or more through what’s called a cash balance plan.

Investors can earn 90% to 500% dollar-for-dollar tax deductions

Traditional investments have limitations. Diversify your portfolio, amplify your assets, and reduce taxes through oil and gas drilling and conservation easements.

Use leverage to maximize wealth

Life insurance can be a game changer for your asset protection and growth. Financing life insurance premiums provides a much larger policy in a shorter period of time, creates tax-free income, and transfers your wealth-tax free.

Build your wealth plan.

Test drive Trinity by WealthPRIME®

Explore other tax solutions.

Resources

Tax law benefits

A new IRS tax law can earn you an additional 20% deduction.

Resources

Cash Balance Plans

Cash balance plans can yield annual tax savings of $100,000 or more.

Success stories

“Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.”

“Our staff retirement needs are complex. Your team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us.”

“I have worked closely with WealthPRIME for about two years. Our plan is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and your product offering, is way ahead of its time and unlike anything else I’ve seen.”

On-Demand Customer Care

WealthPRIME’s team of experts can help with:

Build wealth and redesign your reality.

RetireWELL™

Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.

DoublePLAY™

Purchase tax-deductible life insurance to earn tax-free distributions at retirement.

Trinity

Access alternative investments that generate maximum tax-savings and optimize wealth creation.