DIGITAL FAMILY OFFICE KIT
PRODUCT
Have you saved enough to live your lifestyle you plan for in retirement
Learn how to shield your life savings from market losses; lock in gains; and multiply your money without fees …
PRODUCT
Add tax-free income streams to supplement social security and savings; build a family legacy …
Enjoy the benefits of tax-free income and build a lasting family legacy ...
Product
What is better than a 529 College Savings Plan?
Flexible tax-free account used anytime and for any purpose, plus tax free pension fund …
Research Report
Helping retail and gig-economy workers secure their financial future.
Gig and retail workers: build lifetime annual income and a retirement account within your current budget …
Product
Achieve peace of mind. Financial care for special needs.
Empowering special needs community. Lifetime financial care funding for your loved-ones is within your control, today …
Product
Create your own bank like Walt Disney and Ray Kroc, for McDonald’s global expansion.
Take control, create your own banking system, and payoff personal and business debts 70% faster, with no new payments …
Product
How would you live your debt free life?
Pay off personal and business debts faster without adding new monthly payment …
RISK MANAGEMENT
Magic multi-use of insurance fro tax-free income to risk management.
Estate plans; asset protection; life, health; workforce bonus; wealth platform; and more …
INVESTMENT
Winning combination, Principal Safe Fund + Alt-Asset Investments.
U.S. premier principal protected fund, guaranteed no-loss, with built-in compound growth from alt-asset investments …
LDF, Live Debt Free case.
Leverage free proprietary software to achieve debt-free life. By funding properly structured insurance policies, individuals can accumulate cash value that grows tax-deferred; using our system, users are provided with step-by-step plans to pay off debts up to 70% faster. Cultivate a sustainable wealth-building strategy, paving the way for a secure, debt-free future.
SRA, Secured Retirement Account case.
There are multiple strategies; each offers a range of benefits designed to enhance retirement savings while providing protection against market volatility. With the potential for growth linked to a stock market index, clients can enjoy the upside of market performance without the risk of losing their principal during downturns. With tax-deferred growth, flexible withdrawal provisions, and more, these accounts are a powerful tool for securing a financially sound future.
SOF, Children Starlight Opportunity Fund case.
A powerful alternative for funding kids' college education while building a tax-free retirement pension.. This strategy essentially is a "Roth account for children on steroids," as it combines tax-free growth with the added security of life insurance coverage. Parents can contribute to the account, ensuring that not only are they preparing for college expenses, but they are also setting their children up for a financially sound future with the added benefits of tax-free withdrawals for any purpose - unlike 529 Plan …
Unique Bundled Solutions Tailored to Fit Every Business Needs
Plus
Open Access
SRA, Protect and Multiply Savings
TFIA, Tax-free Income
SOF, 529 College Fund Alternative
HBF, Gig- and Retail Workers Living Benefits
IBC, Create Your Own Bank
LDF, Payoff Debts 70% Faster
# 1
BPO FOR DISRUPTORS
13
DELIVERY SITES
60 %
OR MORE COST SAVINGS
30 +
LANGUAGES
95 +
CLIENT RETENTION
360o WORKER’S VALUE
SOLUTION
Wealth, Financial, and Risk Management solutions – free access to benefits plans, available to all workers.
RESEARCH REPORT
Access to fiduciary financial planners, free financial plans, and best-in-class 401(k) mutual funds, ETF’s, and alternative-asset private investments.
RESEARCH REPORT
Access to largest Captive solution provider for contractor group benefits, lowering cost and risk; while building wealth.
BPO SOLUTIONS
From fractional COO, CFO, CHRO, to back-office shared services Business Process Outsourcing (BPO); we bring lower cost alternatives that can scale with your business.
SERVICES
Fractional CFO and CHRO
Advisory: Start-ups, SMB and Mid-Market M&A, and Due Diligence
Consulting: SPV and Fund Reporting, Management and Administration
Consulting: SPV and Fund Reporting, Management and Administration
Consulting: Owner’s Risk Management, and Succession
Consulting: Value Chain Assessment, Workforce Strategy, and Post-Merger Integration
Shared Services Outsourcing: SMB Tax and Bookkeeping, and Back Office Services
Shared Services Outsourcing: PR and Marketing Services
Industry SME Network
BUILT FOR PARTNERS
Join our community and partner-ecosystem.
