Wise Money Tools

Dan Thompson

Stop Losing Money with
Risky Wall-Street Methods

Learn how to safely grow your money and be empowered to control your financial future.

Get your FREE COPY of my newest book,
The Banking Effect,” right here.

Competitive Returns

What is a competitive return? What is the benchmark that you should be shooting for? It can be confusing, right?
Well, I want to take the confusion away. The more you know, the better off you’ll be. It’s my objective to empower you to take control of your financial situation and learn how getting a competitive return isn’t that hard.

Tax Advantages

Almost all tax-advantaged investments are gone! The default is using a qualified plan such as a 401k or an IRA. However, is that a good strategy? Are you going to be in a lower income tax bracket when you retire than you are now? Did you know that a significant number of retirees are in the same tax situation they were before they retired? We have a few strategies that might be able to build wealth and have some tax advantages as well.

Safe Money

If you had the choice to grow your money safely and more predictably, would that help you sleep better at night?
Sadly, Wall Street and its minions keep talking about risk! They say you have to take greater risk to get a greater reward. There could be nothing further from the truth. What we want to do is grow as safely as possible, and still improve our financial situation. Some of the wealthiest people in the world did it safely. It’s all in how you do it. Want to learn how?

Get Your Money Out of Wall-Street.

Wall-Street makes money off of your money regardless of whether the market goes up or down. We continue to ride the grueling rollercoaster expecting different results, even when it isn’t working.

What Our Clients Are Saying

Read some first hand experiences with cash value life insurance

Our Core Values

Knowledge - Wisdom - Power
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