The Perfect Investment

The Perfect Investment should have these benefits:

  1. No Risk

  2. Guarantees

  3. No penalties for its use

  4. Liquidity, use and control (get your money when you need it)

  5. Protection from creditors

  6. Leverage (create the most amount of wealth using the least amount of money)

  7. Tax Deferred

  8. Tax Free (upon distribution)

  9. Collateral (for loans)

  10. Tax deductible payments

  11. Disability benefits (make payments if you are disabled)

  12. 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. 


We do not manage client funds or portfolios. We do not provide stock market investing advice or quotes. This web site may contain concepts that have legal, accounting and tax implications and is not intended to provide legal, accounting or tax advice. We strongly suggest that you consult a competent attorney, tax advisor or accountant for any legal, accounting or tax advice. The information provided herein is for your information only and is not a solicitation, or offer to buy or sell anything. It is not our intent to make any recommendation on this website, but if the content is deemed a recommendation, it may not be suitable for all interested parties and should not be construed as a recommendation for any specific account.

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