Alternative Investing

Explore Your Options

Once you have worked with a qualified retirement advisor and fiduciary, your retirement picture should be looking very solid! Secure income, reduced and eliminated taxes, strategies put in place to avoid all the common pitfalls. Great job! But you may have ancillary monies that you would like to see working hard and growing for you, to increase your returns and increase your wealth in general.

There are some amazing alternatives to the stock market, and it’s volatility. Investments that offer low to no risk, high returns, and the ability to reduce a significant amount of capital gains, as well as taxes from ordinary income. Take a look at these solid alternative investments below, and book a consultation to see if any of them are a good fit for you, and your individual situation.

The Heartland Group

Barron Oil Newspaper Article

M453 Client Brochure

How Fractional Life Settlements Can Enhance Your Returns Substantially

Monetized Installment Sales vs. 1031 Tax Deferred Exchanges


Retirement Should Spell Freedom


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