...Join The Revolution

Don't Let Capital Gains Taxes Destroy The Best Investments You Ever Made.

Still waiting for Congress to give you a tax break? Don't hold your breath.

Simplify Your Life.

Do you own investment real estate? Has it run its course? Sure, you can go with a 1031 exchange, but remember, a 1031 exchange only DELAYS your problem. Depending on who is elected and the size of rising government debt, you could be deferring the tax to a time when capital gains taxes are much higher than today.

The Crashproof IRA Rollover

Advisors may tell you not to worry about market losses, because--as they say-- "you're in it for the long run." The trouble is, they can't tell you when the long run will finally get here. They also can't guarantee you won't lose 40% in a bear market next year.  Yes, we're all in it for the long run-- but who likes losing money for years at a time? Are you at a point where you would like to reduce your risks, yet still be in position to make GOOD MONEY? What if there was a way to lock in gains while avoiding losses--with no cap on earnings--would you be interested? Call us today for a free review of the finest equity protected accounts that can make your IRA crashproof--AND profitable--from now on.

Is income important to you? How would you like to safely increase your  income to the 7% or 8% range?*  To have protection against lawsuits and creditors? To diversify your portfolio with powerful guarantees that have never failed in more than 150 years?

Let's talk soon about building YOUR rock solid plan for the future. (800)905-1776  We still make house calls--Offices in Phoenix and Los Angeles.

* See policy and certificate for details. Return of premium is available on selected life and annuity policies. Not available in all states. Guaranteed income riders are available on selected annuities. Guaranteed rates vary and can be subject to change. Always get current quotes and compare.
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It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

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