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Generational Wealth Team

Join the Gold Club

Join the Gold Club

Networth $250K - $499K

I will shop around for the highest return and highest return bonus plan to get your cash value increased on day 1 through over 100+ financial insurance companies.

Diversify strategies to keep assets growing as needed

SafeGuard all investment from Majority of ALL risk

Check previous years of tax returns against any other tax credits allowed.

Create a full financial service income/versus expense ledger. 

Generational Health Strategies to help thrive longer during retirement

Other perks include discounts and rebates on other services you currently pay or services you will need in the future and we will shop costs for some of these features:

Mortgage Loan Discount Points and Closing Costs

Home and Auto Insurance

HealthCare and Medicare Costs

Life Insurance Needs

Long-Term Care Costs

Estate Planning 

Income Tax Filing

Vacation Packages

Luxury Car Rental

First Class Round Trip

Invitation at select sports games

Invitation to Wealth events

1 Year of Wealth Membership Services

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