- Do you already have money earmarked and set aside as a legacy for your heirs?
- Would you like to instantly and permanently increase this earmarked money by 20%-100%?
- Would you like for this increased legacy for your heirs to be tax-free?
- Would you like to continue having the 100% liquidity you now have, so you can access your earmarked money if you need to?
- Would you like your earmarked money to be probate-proof?
- Would you like to access your "tax-free" funds if you need money for Home Health Care or Nursing Home expenses?
- Would you like to "Have More" at no cost and with the "stroke of a pen?"
If you answered "Yes" then contact me - I'll provide a 1-page summary customized specifically for you that will answer your questions...
If you answered "No" and you're "OK with Less," contact me anyway - I'll still provide the custom summary so you can see what this is all about and you can "discover what's possible."
Seriously - what I'm attempting to do is tell you about financial solutions you may not know about - solutions where your money is NOT at risk - solutions that will help you and your family and will put you and your heirs in a better financial position.
(Notice that I use the word "solutions" and not "strategies" - a "strategy" is something we hope will work, but a "solution" is something we KNOW will solve the problem at hand.)
So take a minute, "stick your toe in the water," give me a call or send an email to "discover what's possible" and find out how you can "have more."