
The Perfect Investment
The Perfect Investment should have these benefits:
-
No Risk
-
Guarantees
-
No penalties for its use
-
Liquidity, use and control (get your money when you need it)
-
Protection from creditors
-
Leverage (create the most amount of wealth using the least amount of money)
-
Tax Deferred
-
Tax Free (upon distribution)
-
Collateral (for loans)
-
Tax deductible payments
-
Disability benefits (make payments if you are disabled)
-
Tax Free transfer to your heirs
Let's compare the Perfect Investment with programs you may be familiar with: (see chart below. Enlarge Table click here)
So just what is the Perfect Plan?
The vehicle is a 200 year old solution
to a modern problem.
Learn how the Private Reserve Strategy
leverages the right vehicle.

Schedule a no obligation meeting and
learn how to get your Perfect Plan started.