Since 1985

We Are Part of a Unique Network of Financial Professionals With a Different Philosophy

We Are Deeply Concerned About The Direction America is HeadedThe Information We Have To Share With You Is Critical To Your Financial Future!

Over 24 Years of

Experience!

We Feel That Educated Client’s Make Better Financial Decisions

http://consumerist.com/consumer/clips/snl-skit-dont-buy-stuff-you-cant-afford-252491.php

Single Click On Link Above To View SNL Skit About Credit Card Debt – 2 minutes

Milwaukee Magazine

A New Approach To Building Wealth

SuddenImpact

“As a country, we’ve hit an iceberg, we’re taking on water,

and the band plays on as if nothing has happened!

Could Traditional Financial Advice Be Out-of-Touch Today?

Pay Less Taxes In Retirement

Focus on Higher Returns

Diversify Your Investments

Maximize Contributions To 401(k) Plans, SEP Plans & IRA’s

Make Extra Payments To Your Mortgage Company

DemographicsBaby-Boomers, Gen X, Gen Y

78 Million Baby Boomers Are Turning 60 Every 7 Seconds For The Next 19 Years

Stress On Social Security System Medicare & Medicaid

Transferring Money Out Of Stock Market

Into Conservative InvestmentsLife Expectancy Increase

Plan Living 25 Years In Retirement

Average Boomer Has Less Than $50,000 In Retirement Account

GovernmentSpending

$11 Trillion in U.S. Government Debt

$41 Million in interest on U.S. Gov Debt/Hour

$11,500 Interest on U.S. Gov Debt/Second

Double Stacked Pallets of $100 Bills

One TrillionDollars

A Wake Up Call

“We are heading to a future where we’ll have to double federal taxes or cut federal

spending by 60%.”Former Comptroller General: David Walker

http://www.youtube.com/watch?v=QxoP_9W6FC8

Single Click on Link Above – 8 minutes

Your IRA, pension and 401(k) benefits will be taxable at retirement, probably at a higher tax rate.

Is Postponing Tax Really The Best Idea?

MF p.236

BeforeTax$885,9

06Future

After Tax $318,926

Today After Tax $513,82

5 30 Year Old$6,000 Yr Contribution 1,500 Yr Match 7,500 Yr Total

Who’s Retirement Are You Planning Yours or Uncle Sam’s?

$885,906 401k

Uncle Sam’s Total Income

$354,350

@5%$44,295 Gross Income

- 14,174 Tax

$ 30,121 Net Income

Due Every Yr 25 Yrs Retirement!

Your Total Income

$753,025 At Your Death

Heirs Receive

$513,825

At Your Death Uncle Sam Receives $372,081

Total Benefit To Uncle Sam $726,431

You’ve Become The Perfect Tax

Payer!

U.S. Tax History 1916 - 2008

If You Think Taxes Can’t Get Worse,Think Again!

http://www.youtube.com/watch?v=GSJoFaIy27c&NR=1

IRA/401kTax Time Bomb!

Former IRS Agent CPA Ed Slott

Single Click on Link Above - 10 minutes

Has Your IRA/401kLost 30% to 40%?

Best Selling Author and Financial Strategist Doug Andrew

http://vimeo.com/1705571

Single Click on Link Above – 3 minutes

What IfYou Could Create An Asset

No Market Risk To Principal – Growth S&P 500

Liquid – Not Tied Up To Age 591/2

Tax Deferred Growth & Tax Free Withdrawals

Can Avoid Estate Tax – Avoids ProbateComplete Control of Asset

Passes Tax Free To Family Members

Self Completing In Event of Death

Protected From Creditors

Arbitrage

Become Your OwnBanker!

Increase Retirement Income50% to 100%

Without Spending One More Dime!

http://www.youtube.com/watch?v=31W3YoEEzp8 5 minutes

Our Planning Process

Call Us At 262-646-4443For A Free Consultation