Conservative Retirement Solutions, LLC
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Private Practice Individuals

Please take a few minutes to watch these videos and learn about the valuable advantages they explain.   My business is helping people save, grow and protect their money.   If you would like to learn more or ask specific questions please let me know by contacting me today. 

(713) 206-3885
1800 St. James Place, Suite 325
Houston, TX 77056
Click Here to Email Us

412(e)3 Pension Plan

According to the Gallup Small Business Index, 6 out of 10 small business owners intend to delay retirement because they haven't been able to save enough money or because stock market or real estate losses will significantly depreciated the value of investments they were depending on for retirement. Watch this video to learn how a 412e3 Pension can help.

​Request a Free Consultation

Lifetime Tax Strategy

Most of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.

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IUL Cash Reserve

Those of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by fundiung a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.

​Request a Free Consultation

Private Equity Banking

Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
​
Request a Free Consultation

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Conservative Retirement Solutions, LLC​
1800 St. James Place
Suite 325
Houston, TX 77056
​D
irect:    (713) 206-3885
Click Here to Email Us

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  • Home
  • VIDEOS
    • Retirement Planning >
      • Annuity Explanation
      • Home Equity Transfer
      • Monetary Devaluation
      • Pension Maximization
      • Retirement Income Risk
      • Retirement Insurance
      • Retirement Questions
      • Retirement Savings Risk
      • Retirement Tax Strategy
      • Reverse Mortgage (HECM)
      • Roth Conversion
      • Safe Money Contracts
      • Social Security
      • Tax Free Retirement
      • Taxes, Risk & Fees
    • Fixed Annuities >
      • Annuity Buckets
      • Annuity Exchange
      • Annuity Laddering
      • CD to Annuity
      • FIA Credit Rate Explanation
      • FIA Decision Assurance
      • FIA Hedging Explanation
      • FIA Reset Explanation
      • Guaranteed Income Rider
      • IRA Annuity
      • Income Annuity (SPIA)
      • Indexed Annuity
      • LTC Annuity
      • Longevity Annuity
      • Multi Year Guarantee Annuity (MYGA)
      • QLAC Annuity
      • Split Annuity
      • TSP Annuity
    • Estate Planning >
      • CRT / ART
      • Cash Reserve Asset Class
      • Estate Life Insurance
      • Estate Planning
      • Estate Tax Insurance Trust
      • Estate Taxation
      • Final Expense
      • LTC Life
      • Life Settlement
      • Living Trust
      • Planned Giving
      • RMD Conversion
      • Single Premium Life
      • Special Needs Trust
      • Split Dollar Family Banking
    • Life Insurance >
      • Cash Value Life Insurance
      • Child Savings Bank
      • College Funding
      • Family Life Insurance
      • IUL Credit Rate Explanation
      • IUL Decision Assurance
      • IUL Hedging Explanation
      • IUL Reset Explanation
      • IUL Retirement Plan
      • Index UL
      • Life Insurance Calculation
      • Lifetime Tax Strategy
      • Living Benefits
      • Mortgage Life Insurance
      • Private Equity Banking
      • Term/UL Conversion
      • WL Retirement Plan
      • Whole Life Dividends
  • Create A "Private Pension"
  • The Annuity Truth
  • Blog
  • About
  • Contact