Tax-Free, Tax-Deferred Retirement, Safe Financial Vehicles

Financial Solutions

nancial Solutions

Our Sister Company:

Financial Diversification Enterprises

Depending on your needs, Financial Diversification Enterprises can implement a financial plan that will secure your financial future.

Using a combination of:

Tax-free and tax-deferred vehicles

Equity harvesting

Annuity arbitrage

Bank On Yourself

Family legacy retirement plan

After death Roth conversion

The power of leverage

Tax insurance

Double digit returns without market risk

Financial Diversification Enterprises can create safe solutions no matter what stage of life you are in.

Whether you are in the contribution, accumulation, distribution or transfer stages of your financial life, Financial Diversification Enterprises will design a financial plan that will guarantee that you will never outlive your income and that your legacy will pass to your heirs in the most tax-efficient manner.

Senior Class of 2018

Please let us know which school you will be attending in the fall.

Congratulations College Grads 2018!!

Call us for financial aid information if you are continuing on to Grad school.

Testimonials

“"Coming up with $38,000 for our son's first year at Notre Dame was very stressful and added to our monthly financial burden. Your "cash flow" solution for his remaining years was incredible. We don’t have to change our lifestyle at all, add to our existing monthly cash outflow or tap into our retirement. This is amazing! How do we thank you?"

- Rachael, from
Newbury Park, CA”
source: Testimonials