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Capital Reserve Strategy
Stop locking your capital in retirement accounts and home equity.
Instead…
Implement the Capital Reserve Strategy with guaranteed, consistent, tax-free returns, high liquidity, no market volatility, creditor protection, and high contribution limits.
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2025 Tax Return Projection
I understand the stress of not knowing your tax future. My expert process delivers accurate forecasts to guide your tax planning decisions.
Get peace of mind and control over your tax liability with clear insights.
The Essence of Personal Financial Planning
Making the right decision about what to do with your savings and investment dollars largely depends on your beliefs and assumptions about things that will be true in the future that you have absolutely no control over.
Identifying your beliefs and assumptions about the future is a critical part of the personal financial planning process.
Ignore it at your own peril.
Tax Basis Bookkeeping
Pristine Bookkeeping!
Your Tax Preparer Will Love It.
Stay compliant, maximize deductions, and eliminate IRS stress — all with clean, tax-basis financials designed to keep you, your tax preparer, and the IRS happy.
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Life Insurance Blueprint
Life Insurance.
You Know You Need It.
But how much and what kind?
Answer a few questions and get your FREE personalized Life Insurance Blueprint.
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Term Life Ladder
Term Life Insurance that adapts to your coverage needs over time.
And costs about half as much!
Get A Free Quote Now.
No phone number required!
Firstfruits
Firstfruits.
It means Jesus gets the first and best of everything, starting with obedience.
He deserves it.
Because of the great love with which he loves us.