OUR RESOURCES

FINANCIAL "GUARANTEES"

"Guarantee" is not a word you often hear from investment coaches, because markets and the economy are so unpredictable. Most advisors do not know the strategies needed to obtain financial tools such as:

• Guaranteed returns
• Guaranteed retirement income for life
• Guaranteed risk protection

IYW provides unique strategies to "guarantee" your financial security, now and throughout your life. These guarantees come from life insurance companies that have four layers to protect against insolvency.

GROW YOUR ASSETS TAX-FREE

When asked "tell me some of your financial goals", the answer we most often receive is "I want to make more money." We educate our clients on ways and means to achieve this goal. We do not stop at implementing freedom strategies. Our actions speak louder than words. We help you to:

• Plan for your secured retirement income
• Reduce your personal & business taxes
• Protect your assets
• Minimize estate taxes
• Plan for charitable giving
• Create a plan for multi-generational wealth transfer

PROTECT WHAT'S YOURS

There's a gambling saying that goes something like this: "If you want to be a winner, you have to walk away from the table a winner." Protecting your assets from creditors, predators, and the IRS involves a complex variety of strategies, and often a team of experts in the field to help you manage. IYW specializes in protecting your income and your wealth, helping to ensure that you "leave no chips on the table."

We provide legal ways to:

• Safeguard assets from creditors
• Control and have security over what is yours
• Control and have security over what is yours
• Construct trusts, partnerships, and global accounts
• Optimize cash flow
• Create downside risk capture