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wealth builder Aug 13, 2020

One of the Key Factors in Retirement Planning is having a Strategy for Taxes in your Retirement. Many retirees are shocked to learn how much taxes will erode their income during their years receiving distributions. 

Our Retirement Partners have unique strategies for maximum Tax Savings and feature Tax-Free Income Distributions during your Retirement years.

These Proprietary Plans can now be available to many of you. We invite you to learn and explore more about these and let us "Estimate the Potential" for you (even if you already have a Retirement Plan in place).

35% Plus in taxes during Retirement is painful…


Don't take our word for it, learn more, and see your potential for More with Kai-Zen. You can start with a no-obligation, 20-minute Qualifying Call very easily. Learn more at
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wealth builder Aug 07, 2020

We recently sent out a Special Announcement of our Partnership with Mike Barber and Larry Smith. They have joined our advisory group as Retirement Specialists and have so much to share with us on some "little known" strategies.

Strategies that we've used with many of our clients over the years. For instance, using one of these strategies can provide you the potential to take 60 - 100 % more distributions in Retirement, provide 60 - 100 % more Protection for your Family, and have more confidence in your potential to achieve your Retirement Goals.

We'll be reviewing some of the Benefits of these Plans over the next several weeks. We invite you to learn and explore more and let us estimate the potential for you (even if you already have a Retirement Plan in place).

On this and future posts, we will have a Link to Learn More, which will include a Link to set up a short Appointment (20 minutes) to see if you may Qualify for these Unique Plans.

Don't take our word for it, learn...

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Live Free

Uncategorized Jul 07, 2020

Happy Independence Day! For those of us who are free, eternally, there are many reasons to be thankful. But this post is about Financial Freedom. Many people feel that reaching financial independence is getting tougher with all the crazy things going on in the world. 

And they're right - at least partially - if you don't "invest" your treasure where you most want to be and plan on being. There's a model we use in our businesses and personal lives - that we've helped hundreds of other entrepreneurs use. 

It provides you with actionable strategies to manage your finances so that you can take hold of that which is truly life. Small business owners across the country are looking at their options right now, and many are being put in terrible situations. 

We created financial freedom controls to help small business owners get clarity on their financial life. The next 6-12 months could be the most challenging time that you've ever faced in your life - at least...

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