It is important to know what we are doing. It is just as important to know
what we are NOT doing.
Just to be clear we are:
NOT going to
ever touch your retirement funds personally (directly or indirectly.) We
will have absolutely NO access to your funds. We will point out some great
opportunities where your money will be VERY VERY SAFE. After all the main
rule about making money is “Don’t lose money.” Opportunities where when
properly structured and properly managed are NEVER TAXED.
trying to become
your tax preparer. Please keep the tax preparer you already have.
After all what we are talking about is NEVER TAXED. So it is not an issue
for your tax preparer.
NOT promoting a
"Get Rich Quick" scheme. Implementing individualized gambits that
allow you to earn over time.
NOT freeing up
funding merely to use for spending. Retirement has to be your goal.
any kind of audit (tax, compliance, etc.) when making Financial Makeover
NOT ensuring that you
have squeezed every last half cent of deductions on your tax returns.
In most cases, we never ever see or want to see your tax returns.
Beside we are HUNTING BIG game ...