We understand that a person makes it a priority to protect their personal residence. FLEX TRUST For most of us, our homes are much more... Continue reading
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Wealth Preservation
It’s tough to determine which investments to use if you don’t know your own risk tolerance. That’s why we use a program to help clients find their own risk tolerance and to score investments so they match up accordingly.
Store Address
490 Golden Bear Court
Saint Joseph, MI 49085
Contact Info
Email: Email Us
Phone: 888-435-6080
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Financial education is the bedrock of long term wealth
Please take the time to review some of our books and educational material. Make getting wealthy a one time event.
Preserving wealth is the key.
Learn wealth preservation from 6 time author Roccy DeFrancesco. His video will give you a place to start on your journey to life-long wealth and security.
INTRODUCTION: For my clients residing in States with high State Income Taxes and/or high personal residential property taxes, the valued and yearly deduction of these... Continue reading