About Us
We've been where you are. We've done the right things and still ended up with debt. We've paid into 401K and ended up with high taxed withdrawals. We've heard all of the things "THEY" say are good and bad about creating a good financial future, but there are too many contradictions. We help you figure out what is best for YOU and YOUR needs!
We start with an evaluation of where you are right now with your complimentary analysis. This includes:
- Current income and expenses.
- Current contributions to 401K, IRA, Roth IRA.
- Vision for present and future lifestyle.
Through this process, you are in full control. We don't take any account numbers or contact numbers for your existing accounts. We help you analyse where you are right now and where you want to be moving forward.
Learn More
YFB
YFB
- Pay less Interest.
- Keep more of YOUR money.
- Withdraw tax-free!
- Live Comfortably Now and Retire Comfortably Later!
Banks take the money you deposit and pay you a tiny amount of interest. They then use that dollar and lend it back to you at tremendously higher interest rates. They also use that dollar to lend to others at high interest rates. Wouldn't it be nice to be the one who uses that dollar for your own benefit as your own bank?
Services
Business and Wealth Building Education
This 112 Year Old Book Changed My Life!
I tried and tried to expand my business. It wasn't until I got into the right mind space that I could tap into the success I always knew I wanted, but felt was out of my reach.
Modern Version
While I love listening to
The Science of Getting Rich on Audible,
it does have some quaintness
based on being 111 years old.
I was introduced to the works
of Wallace D Wattles
at a Mary Morrissey workshop.
Bright Thinking Institute
uses these principles as one of the blocks to using this information in our current world.
Not Looking for a Business?
Maybe you are happy with your work life, but want to make sure you are getting the most out of your Long Term Plans.
Let's see if you are ready for a tax free retirement.
Check out What the Experts Say!
When is it too Early to Worry About Retirement?
Sadly, too many people quietly put their money into their tax-deferred retirement accounts figuring they will grow, and some day, when they need it, they will cash in big time. It's never too early to see if your retirement plans are going in the right direction for you.
Contact us for your complimentary analysis.
Retirement? What About Now?
How can I think about retirement when I can barely keep my head above water now?
We have some great tools that can help.
Contact us for your complimentary analysis.
I'm Already Retired!
Yay! We're so happy for you. There are still some options you might want to look at to help reduce your tax burden and live a more comfortable life in retirement. We also help people with information about Medicare.
The Best Time to Do This is NOW
Someday, will be today before you know it. The best time to get started is sooner, rather than later. Whether you are looking to creat a new side-hustle, replace your current job, or make the most of the job you have now. The Best Time to Build a Better Today and a Brighter Tomorrow is NOW!
Get one of the books mentioned above if you are still "thinking" about it. Otherwise,
Contact us for your complimentary analysis.
Frequently Asked Questions
Here are some of the things people ask most often.
-
How much does this cost?
There is no charge for the complimentary analysis and meeting to go over your results. Whether or not there will be costs later depends on the course of action you decide is best for you. Some of the actions include online education you will pay for based on your interests. Other actions have the costs included in the service you choose. Every situation is individual so your investment will vary based on your goals.
-
What if I don't want to give you my account information?
The complimentary analysis asks for information based on types of accounts, but we never ask for access to your accounts. If you choose to buy a product or service, you will be charged for that service by the entity providing it, whether it is an online purchase from a major site like Amazon or a class from one of our partners.
-
What if I don't want to make any changes after the analysis?
There is no obligation to buy anything. Your complimentary analysis is to help you see where you are on your current journey and if you are going in a direction that will help you get there. If you are happy with your path, we are happy for you to keep doing what is working for you.
-
What if I change my mind?
-
Tortor vitae purus faucibus ornare. Varius vel pharetra vel turpis nunc eget lorem dolor?
Laoreet sit amet cursus sit amet dictum sit amet justo. Mauris vitae ultricies leo integer malesuada nunc vel. Tincidunt eget nullam non nisi est sit amet. Turpis nunc eget lorem dolor sed. Ut venenatis tellus in metus vulputate eu scelerisque.
Contact
Location:
USA
Email:
jessica@jlponline.net
Call:
+1 562-357-4657