How Your Family Can Benefit:

• Retirement Planning (increase your income)
• Reduce Taxes and Risk on Your Investments
• ROTH IRA’s (enjoy tax-free income from your retirement accounts for up to three generations)
• Sell Major Assets without Capital Gains tax
• Private Pensions with secure lifetime income
• IRA and 401(k) Roll-over Strategies
• Family Estate Planning (passing assets the way YOU WANT!)
• Multi-generational IRA’s (leave 2 – 10 times the income to your spouse, kids and grandkids)
• Real Estate Investments for cash flow and future capital appreciation

Public Speaking and Education:

• Public speaking to all sorts of groups: trade associations; churches; service clubs such as Rotary, Kiwanis, and Lions; real estate groups; CPA’s; and housing communities such as RV & mobile home parks and senior communities such as Sun Lakes and Sun Cities, AZ;Medical Professionals, such as Dentists, Physicians, Chiropractors, Veterinarians, Optometrists, Pharmacists, Nurse Practitioners and Nurses.