Focused on tax efficient wealth building within the safer segment of your wealth picture. 💰
Our strategy:
Replace traditional fixed income
(lowest yield, highest taxes) 💤
Current yields for safer dollars...📉
10year AA T-bond = .95
29 year AA T-Bond = 1.40
Using a well-structured tool with unique attributes (non-taxable status, basis drawn-out first, higher ROR based on a $250B+ portfolio)
We consistently earn 3-5% tax free. 📈
By enhancing the safer segment of your wealth picture, we elevate returns of the entire portfolio. 💪
Additional financial strategy:
My team works to minimize the financial impact of life’s events.
It is important to protect your loved ones, your income, and your assets.
👨👩👧👩👩👧👨👨👧💵💸🏡🏢
Every day someone experiences financial devastation, and we work to ensure that it never happens to you or your family
Invited by: Josh Chandler
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Day | Followers | Gain | % Gain |
---|---|---|---|
March 16, 2024 | 17 | 0 | 0.0% |
April 07, 2023 | 17 | 0 | 0.0% |
July 05, 2022 | 17 | +1 | +6.3% |
May 29, 2022 | 16 | +1 | +6.7% |
December 09, 2021 | 15 | +1 | +7.2% |