Free LifePlan™ Workshop
Portage

Give two hours at the workshop, get a lifetime of guidance.

Free Registration

In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Rescue your retirement savings from the new Death Tax
  • Defeat the 5 threats to your life savings

Why bother with planning?

  • Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure.
  • What is Probate and why avoid it? Let sleeping dogs lie.

What mainstream lawyers and advisors won’t tell you (because they don’t know)

  • Long term health care costs are the real threat
  • Get Medicaid without spend-down
    • Married Couple can save 90+%
    • Single Person can save 40+%
  • Protect your family by protecting your savings – 5 tools

Two hours that can change your life.

Portage

3275 Cooley Court
Portage MI 49024

Call: (269) 350-2323
Fax: (616) 363-0767

Our Promise: We do not share or sell your personal information. Privacy Policy.

What Questions Do You Have For Us?

Good News! Your Answers Are Just a Free Phone Call Away.

We hate sales pitches as much as you do. Total waste of time. And we have real work to do for real families. If you decide to call, we promise you will get straightforward reliable guidance.

If you do not call, then you may never know what you missed. Most people prefer knowledge, freely shared, over ignorance compounded by gossip. Speak with a compassionate expert today.

You have nothing to lose.

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