Relationship Strategies 

 

 good offense - Financial Security

Wealth Accumulation

good defense  - Legal Structure

          Wealth Sustainability               

 

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              life.Money              

 Financial Abundance 


 You need a good offense (Financial Security)


 Wealth Accumulation


Discover the keys to wealth accumulation by creating and managing positive cash flows:

  • Making money
  • Controlling spending
  • Buying and living on investments

 

and a good defense (Legal Structure)


Wealth Sustainability  

 

Discover the keys to wealth sustainability by creating the proper legal structure:

  • Asset Protection     
  • Smart Tax Strategy      
  •  Estate Planning

 

life.money explores how financial abundance is one of the key enablers to successfully implementing any life game plan. By understanding a history of wealth and accumulation, you will discover key questions regarding your wealth habits and strategies to create the discipline needed to move regardless of your current financial circumstance.

 

The course is held for eight hours of instruction.  This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment. Discover the keys to wealth accumulation by creating and managing positive cash flows.

 

 

Generational Wealth


Make a clean start by accomplishing the few things left unfinished this year. Things like:

  • Protecting your family with a last will or living trust.
  • Making your healthcare wishes known with a living will.
  • Shielding yourself from most liability by incorporating or forming an LLC
  • Safeguarding your business identity by trademarking your name and logo.

 

life.Law
Legal Structure 

life.law explores the need of  a good offense of wealth accumulation and financial security and  a good defense of wealth sustainability including your legal structure. 

The course is held for eight hours of instruction.  This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment.

Grow generational wealth by effectively transferring your estate assets to the next generation.

 

There is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich and poor; and all do right, for nobody owes any public duty to pay more than the law demands. - Justice Learned Hand

 

America is a land of taxation that was founded to avoid taxation. - Dr. Lawrence J. Peter