What We Do:
We help Dentists, Executives, and Owners increase profitability and generate tax-free income.
How We Do It:
By implementing our R.E.T.A.I.N.E.R.S. Methodology.
R – Receive extra money up a 3-1 match on retirement contributions.
E – Enhancements for Attracting and Retaining Key Employees.
T – Tax-Free Income during the distribution period.
A – A building of non-taxable income systematically distributed where and when applicable. In addition to developing medical expense funds as an alternative go to.
I – Increasing Cash Flow; ultimately positioning your business to finance it’s own equipment and can potentially save you tens of thousands of dollars.
N – No Loss Guarantees; place your investments in a vehicle that eliminates downside risk, however, rewards you with upside growth potential.
E – Eradicate Unnecessary Taxation by utilizing our financial tools and resources to determine what accounts are a better fit when making tax mitigating purchases.
R – Retirement, Ready, or Not-Diagnostic: Find out when and how much longer you’ll have to work to live the same lifestyle during retirement you’ve become accustomed to while working.
S – Solidify your Retirement Trajectory, Pay-Off Loans at your Own Pace by using our Strategic Approach while generating a Consistent Upward Spiral of Cash Flow.
Why It Works:
We use a system that captures the upside of the market and protects our clients from market downturns. It takes the guess work out of investing and makes retirement more predictable.
Imagine This:
After going through our retirement ready or not process, you’ll have a clear idea of how much you will need to save and need for retirement.
What Others Say:
I’m so happy Ward brought this system to my attention. It’s the best financial decision I’ve made for my retirement spend.
For a brief 15 minute discovery call click the link below:
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所属行业
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金融服务
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规模
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2-10 人
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总部
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Chicago，IL
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类型
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私人持股
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创立
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2006
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领域
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Business, Retirement, and Estate Planning
