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Innovative Financial Strategies

Our company specializes in alternative and creative financial strategies that are innovative and effective. We have a team of experts in various fields, including finance, law, tax, insurance, oil & gas, stock market, cryptocurrency and consulting, who work together to implement these strategies for our clients. Our strategies are often used by wealthy families, but we are able to adapt them for clients who are high earners but do not yet meet the high net worth requirements. Our team has the necessary skills and knowledge to properly implement these complex financial structures in its original design and through additional strategy we can add compounding effect which further increases the returns.

We NEVER take possession of your money, and you are 100% in control of any funds allocations and distributions. 

Our Services

Services and Strategies

Trust Agreements
as the Foundation of Proper Structure

Trust agreements are the backbone of proper planning. The most common type is a living trust, but your individual situation and goals may require more complex structures and different types of trusts. Our legal team will conduct a detailed interview to design a custom trust that fits your individual situation.

Reduce your Tax Bill by 20%-80%

There are many strategies designed to reduce or eliminate your tax bill. However, not every strategy is suitable for everyone, so our tax professionals will review your current individual situation and tax returns, and will present you with the applicable tools. We will make recommendations to achieve the best results.

Tax-Free Income for Life

Creation of tax-free income is one of our specialties. Based on proper initial analysis and a custom-designed strategy, we are able to create income that will grow every year to keep up with inflation, is tax-free, and will last your lifetime.

25%-30% in 
5 Months 
Funding Business Loans

Invest in small businesses with a focus on merchant cash advances for high returns and low default risk. Diversify your portfolio and enjoy the convenience of quick returns and the ability to instantly withdraw your investments

You will have the ability to monitor and manage your investment portfolio from anywhere, at any time. Stay informed with real-time updates and customized alerts to keep track of your investments' performance. This is a 100% passive strategy.  

2%-10% / Month
Funding Direct
Oil & Gas Wells 

Maximize your earnings and minimize taxes with Oil & Gas investments. Benefit from direct asset ownership in oil and natural gas wells, not volatile energy stocks. Enjoy generous tax write-offs of up to 85% of your investment. Seize the opportunity for strong returns with lower entry costs and operational expenses. Invest smartly in Oil & Gas for a prosperous financial future.  This is a 100% passive strategy.

Insurance Contracts as a Strategy Tool

A properly structured life insurance contract, based on the right product, can be a great financial tool. It is a valuable asset class that can produce excellent results in many aspects of your financial plan. We specialize in customizing these structures to provide the most benefits for use during your lifetime, not just upon your death. Our policy contracts are not your typical insurance policies that only cover your death.

Ready to find out more?

Our consultations are a very important part of the process. Please schedule a meeting, which can be held in person or via video conference.

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