We love working with both younger creators looking to follow their dreams, and mature folks looking to protect and secure their lifelong legacy in retirement.

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Bulletproof Foundations

Creating a retirement plan isn’t easy, is it? We know how confusing it is out there…

You’re being bombarded on all sides with complex financial jargon, tedious illustrations, and conflicting ideas on the best strategy.

When it comes to creating your Bulletproof Retirement plan, our time tested path is the easiest way that we could imagine to cut through the noise.

We want to help you move quickly from ironclad strategy to execution.

If this sounds exciting to you, we might be a good fit to work together.

We only accept a small percentage of those that apply to work with us to ensure that our values are aligned for long term success.

It’s impossible to build wealth and create an income plan for retirement without first having a solid financial foundation.

Most Americans following cookie-cutter advice are trying to build their financial house on a foundation of quicksand instead of granite.

It’s no wonder 95% of people are broke or running out of money in retirement.

Wherever you are in your financial journey, we’ll work to shore up your financial foundation as fast as possible.

We’ll look at strategies to increase your cash flow so you can save money more efficiently while taking advantage of all the opportunities life places in front of you.

We’ll also maximize the stability of your retirement by creating future tax-free and guaranteed income.

Need help creating the right retirement plan?

Our Bulletproof Blueprint is focused around significantly reducing risk, while also maximizing net spendable income in retirement.

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Bulletproof Blueprint

The Bulletproof Blueprint is by invitation only because we have to already know that we can even help, before engaging with us at this personalized level.

We will coordinate a team of the best credentialed professionals to architect an A-Z plan that will cover everything from cash flow optimization, investments, insurance coverage, asset protection, tax planning, legal & estate planning, business growth, and leaving a family legacy.

This is similar to the integrated services provided by high net worth family offices, without the high price tag or 50 million net worth qualifier.

Once executed, this comprehensive Blueprint will give you the ultimate level of security and freedom.

You will be able to aggressively pursue life goals knowing that your plan can adapt to any situation.


See how our Bulletproof Retirement Blueprint was nothing short of life changing for these clients

  • I worked hard to build up my nest egg and am glad I have a team working hard to help to protect and grow it safely.

    Beatriz E.

  • They have provided safeguards for my funds while providing opportunity for significant growth.

    John G.

The Bulletproof Blueprint is proven to maximize your privacy & cash flow while dramatically reducing risks from tax & legal liability

Call Us: (305) 677-8720
Email Us: [email protected]
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