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

“"We still can’t believe that our daughter received an offer of $10,000 per year for 4 years at one of the "Seven Sisters" schools – elite private women's colleges. The irony of the story is that we didn’t even know about this college until we started working with EFS, and our daughter was "positive" she wouldn't be accepted. It turned out to be one of the most financially viable of all her colleges. I guess the moral of the story is to research all possible schools with your major and to apply even if you don’t think you have a chance for admission!"

- Jeff, from
Woodland Hills, CA”
source: Testimonials
“"When we went to your workshop and heard you say that we could send our daughter to college without relying on financial aid, we were confused to say the least. After having you share your solution with us, we now understand what you meant. We didn't think we were eligible for any type of aid, so your solution was a pleasant surprise."

- Chris, from
Agoura Hills, CA”
source: Testimonials