- Burial and Funeral, Variable Life, Universal Life, Term Life, Supplemental, Whole Life, Survivorship, Mortgage, Credit
- Kihei, HI 96753
We specialize in Finance Strategies to DOUBLE the Power of your MONEY, REDUCE TAX Liability, Pay Off Debt Faster and create PEACE of MIND.When I learned about the Infinite Banking Concept, and started putting it into practice, I KNEW I had to help as many people learn this strategy as I could! My wife and I are absolutely passionate about teaching this and coaching people in using it! IMAGINE... You have the Power to finance everything you buy - withOUT losing money to Interest and Fees, and withOUT having to qualify for a loan, or begging a bank to loan you the money.IMAGINE... You having the Peace of Mind that comes from having a liquid Savings account that would give you GAINS comparable to an Investment account, providing Tax FREE Retirement income, and building generational wealth but withOUT any Risk of loss!IMAGINE... That savings account Growing TAX FREE. And you can use the money withOUT interrupting its Growth!Do YOU want to protect your assets. Tired of losing your Retirement Savings?. Want a Safe Guaranteed way to grow YOUR wealth?As a Finance Strategist I educate my clients on the advantages of Self Financing with the use of the Tax Free Cash Growth Warehouse Strategy, tax advantaged "Sweep" accounts. This saves them thousands and thousands of dollars in financing costs resulting in up to 30% and more in Positive Annual Cash Flow. With these strategies your money grows Guaranteed, Safely and Tax-Free. And that money is accessible tax-free and without penalties so you can become Self-Financing saving tons of money in finance charges. And I do not charge fees for my services! I help professionals and business owners to lower their tax liability, generate tax-free wealth growth and future tax-free passive income. Family financial security and lifestyle protection is a major concern. So I help my clients implement programs that assure continuance of financial security and lifestyle. I welcome your phone calls and emails.Specialties:Finance StrategiesInfinite BankingTax-Free Wealth GrowthAsset ProtectionCollege FundingRetirement IncomeLife InsuranceAnnuitiesLifetime Income strategiesLong Term CareI am happy to review your current insurance policies, goals and needs, then advise on providers and products that can benefit you the most. I do not provide tax, legal, or accounting advise. Please consult your own tax, legal, or accounting professional before making any decisions.
- Whole Life, Mortgage, Term Life, Credit, Burial and Funeral, Supplemental, Survivorship, Universal Life, Variable Life
- Aiea, HI 96701
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Popular Coverage in Pearl City
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