Maximize Long-Term Growth
Asset Protection Strategies
Eliminate Downside Risks
Most are unaware that only 1 in 3 farming operations have a sophisticated legacy plan that takes advantage of every tax advantage other than what their CPA, Tax Attorney and Trust Attorney can offer. Much of the time we'll do carve-outs of the Nationwide Legacy product as they work lock step with the California Farm Bureau. We have other markets of course, put their program seems to work for about half hour clients. It’s the shaping and retooling of these programs that separate and elevate the value of our strategies to our clients.
More qualities that make our clients competitive, efficient, and great places to work for employees.
• Key Employee Bonus Plans
• More Control Over Investments
• Zero Downside Risk & Uncapped Gains
• Tax Strategies Superior to 401k-like Plans
• Employee Saving Incentivized Plans
• Increase Morale & Productivity
• Access to Wall Street Leverage
• Creation of Pension-like Month Income in Retirement for ALL
• Lower Employee Turnover Costs (Recruitment, Training, Loss of Fluidity, Time, ETC)
