About Us

• Are you concerned about outliving your 401(k)?
  Does market instability keep you up at night? Are you worried about rising taxes and hidden fees taking a chunk out of your nest egg when you will need it most?
  
  Millions of people are realizing that traditional retirement investment plans aren’t working out the way they thought they would. Retirement dreams that have been sold for years just aren’t coming true, in many cases by a long way. Most people don’t even realize they have better options.
  
  The Better Money Method is a personally customized private retirement plan that is structured to maximize your assets. Typically, clients receive 50% or more in spendable retirement income over traditional plans. The Better Money Method eliminates your risk of market losses, it generates an above average rate of return, and best of all your money is accessible tax-free and without penalty at any time.
  Safety of principal
  Liquidity without taxes or penalties
  Above average rate of return
  These are the core principles of The Better Money Method…but the advantages don’t stop there. There are many more living and death benefits to this strategy. Our goal is to increase your retirement income without increasing your net spending one dime. The Better Money Method means you can:
  Transfer Funds To Heirs, Tax-Free
  Increase Net Spendable Retirement Income by up to 50%
  Minimize Taxes
  Convert Tax-Deferred IRA’s, 401k’s, and other deferred retirement plans to Tax-Free Income For Life
  Create a retirement strategy to receive income tax free.