Get Your Risk Score

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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This book provides full disclosure and inside information on how you can pull equity from home and turn it into investment cash, tax-free and benefit during retirement. Many books fall short on explaining how to use this tool in the correct manner.

Your retirement just got better then you expected! You will learn the following.

The Laws that Govern Equity Harvesting

Traditional Wealth Building versus Maximum Efficient and Prosperous Wealth Building

Understand How Life Insurance can become a Valuable Tool

Funding Qualified Retirement Plans

Post Tax Brokerage Accounts versus Cash Value Life Insurance


Equity Harvesting

IRA Rescue Using Home Equity Management

Reverse Mortgage

Home Equity Acceleration Plan – HEAP

This book will set you on the right path and reveal the inside secrets that you need to know!