Generational Wealth Strategies is a unique advisory service dedicated to helping people increase their retirement prosperity while also protecting and passing on more of their accumulated wealth.
Created by four experts in retirement and estate planning, Generational Wealth Strategies reveals to ordinary people the closely-guarded secrets of the super-wealthy – how simple legal and planning strategies can slash their tax bills, boost their incomes, end financial worry and ensure that families are protected and cared for in the years to come.
Best of all, the simple strategies and planning solutions that Generational Wealth Strategies helps investors to implement often cost very little yet can make a huge difference in people’s net prosperity during retirement years and beyond.
Generational Wealth Strategies is produced each month by four of the leading experts in wealth preservation, estate planning and retirement maximization techniques who have dedicated their lives to safeguarding people’s wealth from constantly changing dangers. They are…
Consumer Advocate David Phillips: As the quarterback of the team, David will review the content of each issue. He will also monitor and report on any major legal or legislative news that could impact your estate. He will continue to review the world of tax-free wealth accumulation via The Family Bank as well as cover the latest trends in Long-Term Care planning. You may have seen David help families and investors on CNN, Fox News, CNBC, Money Talks and Bloomberg.
Safe Money Expert Todd Phillips: Todd is a recognized expert in safe money investments. Each month he’ll update you about the changing rules for safe money investing, simplifying what’s new, using easy step-by-step tools to make them concise and straight-forward for you.
Attorney Richard Durfee: Richard will keep you updated each month, helping you to sidestep any new tax dangers before they can do damage. Richard is recognized nationwide as a legendary pioneer of preventative law strategies and dynasty planning.
Legacy and Charitable Giving Expert Melodie Gatz: Every month, Melodie shares her legacy and gifting expertise in solving tax and legal actions, and how they can transform your estate into a virtual fortress of financial security.
Since the rules of retirement and estate planning constantly change, these experts continuously scan the legal and financial landscape, often detecting threats years in advance.
And each month, they keep you up-to-date with the very latest strategies and solutions.
In other words: With Generational Wealth Strategies, never again will you be blindsided by a financial or political disaster you didn’t even know existed. You’ll now be aware of multiple threats long before they even appear on the horizon. And you’ll have simple solutions already in place before almost any problem materializes.
With your assets safe inside an impregnable financial fortress, you can embrace your future… instead of fearing it. Now it’s time to relax in comfort… and enjoy the fruits your life’s work has brought you.
That’s because you’re now confident your income, wealth, and family’s future are all secure. And your dreams about your legacy are well on the way to being a reality.
Generational Wealth Strategies is a unique advisory service dedicated to helping people increase their retirement prosperity while also protecting and passing on more of their accumulated wealth. Created by four experts in retirement and estate planning, Generational Wealth Strategies reveals the closely-guarded secrets of the super-wealthy – how simple, legal strategies can slash their tax bills, boost their incomes, end their financial worries and ensure their families are protected and cared for in the years to come. Best of all, the simple strategies and solutions that Generational Wealth Strategies helps investors to implement often don’t cost a single dime yet can make a huge difference in people’s prosperity and net worth during retirement years and beyond. Subscribe Now!
I thought I knew it all because I read several newsletters and had wise friends. I was wrong. In my first and succeeding visits with Estate Planning Specialists, I learned so much more and in context with our financial and family situation. I’m very happy with their recommendations and am benefitting from all of them.— B.A., California
Over the past 35 years I have worked with a number of professionals to assist me in my financial activities. Todd Phillips has proven to be one of the most responsive and capable men I have had the pleasure of working with. His knowledge of Indexed Annuities and ability to maximize safe money returns is exceptional, and he has taken the necessary time to really understand my own personal financial needs and goals. Working together with Todd has provided me with a great set of investment alternatives that have exceeded even my own expectations. He is a great listener and a real pleasure to work with.— D. S., Surprise, Arizona
I have had the opportunity to work with several annuity representatives. Although all were knowledgeable about their products, I found Todd Phillips to be the most knowledgeable and responsive to my needs. Todd has a firm grasp on the information contained within his products and the ability to make it clear and understandable. Todd has always put my goals and objectives first in the programs he has helped me acquire and at my age I really appreciate and need that. Overall, I feel well served to have Todd working for me.— J.C., New Hartford, New York