Would you like to unlock the secret to financial prosperity?
Lean in and I’ll tell you the “secret” to financial prosperity.
The secret is… there is no secret.
The truth is, to meet the challenges of our 21st Century economy you need a comprehensive, customized wealth strategy that gives you the tools and skills you need to achieve lasting prosperity. Our Untaxable Wealth Transformation system is unlike conventional planning:
It’s built on a proven process.
Our Untaxable Wealth Transformation Process has been used by hundreds of wealthy individuals and entrepreneurs and has stood the test of time. We’ll help you discover how to use it to improve your relationship with money and build a more secure financial foundation.
It gives you more powerful and efficient tools.
If you want to achieve the money goals that matter most to you, whether it’s paying off debt, funding large purchases, or increasing your retirement income, we’ll give you the right tools, including use of the Infinite Banking Concept.
Our team is our strength.
Behind every successful advisory practice is a dedicated, well-trained team of experts. Our Living Wealthy® Financial team and Virtual Office provides instant access to some of the most highly-regarded financial specialists around. These trusted advisors and technicians bring their unique insights and expertise to every aspect of the plans we design.
We take it personally.
Most financial advisors are content to use a templated, “one size fits most” approach to financial lifestyle design. It’s the same tired non-wisdom, spooned out over and over again. And, as you look around, it’s easy to see that it simply isn’t working anymore in our New Normal. Wouldn’t you benefit from ditching conventional money advice and discovering how to convert your tax liability into Untaxable Wealth?
Many advisors will feed their clients the same conventional wisdom over and over, but is it really working?
Of course not.
Not only do today’s business owners and retirees worry that they will outlive their retirement savings, the threat of future tax increases is driving them to learn how they can convert their TAX LIABILITY into UNTAXABLE WEALTH.
My team and I are committed to helping clients discover new ways to think about their wealth. Our adaptive approach to planning is a hybrid of modern retirement theory blended with time-tested, trusted tools including:
- Bank on Yourself®
- Annuities
- 401(k)/IRA rollovers
- Estate Planning
There’s no such thing as being “done” when it comes to managing your wealth. If you want to avoid being blindsided by an ever-evolving and volatile economy, you must be vigilant, flexible, and able to pivot on a moment’s notice. For this reason, we build our clients’ wealth blueprints to last a lifetime. When you work with us, you can rest easier knowing we’ll diligently monitor and adjust your Untaxable Wealth Transformation plan to ensure it’s always at peak performance levels. We’ll do what’s necessary to ensure you reduce, recapture and possibly eliminate as much of your current and future tax liability as possible.
Wouldn’t you like to know exactly how much you will have available to you each and every year when you retire, and feel secure knowing that your loved ones will be taken care of when you pass?
People are talking about us…
My experience with Teresa Kuhn has been very positive. Teresa has shown both my husband and I a new way to look at our finances and prepare for our future. We feel that Bank On Yourself® is the best way to save for our daughter’s college and our retirement but also fund projects like renovating our garage – all without going through a financial institution but by borrowing from our Bank On Yourself® account. I have told many friends about this amazing way to finance and I wish I could get them excited too! Teresa has always been available to us to explain aspects of the Bank On Yourself® account and also is a great sounding board for some of my husband’s ideas. I would recommend Teresa highly to anyone who is interested.
While passing through this lifetime one may have the good fortune to meet and know an extraordinary person. That happened to me a number of years ago when I met Teresa Kuhn! She is a delightful person, full of essential knowledge, wisdom, sound values and professional expertise. What a joy it has been for me to work with such a lovely lady for these many years. She gives me hope for the future! I highly recommend her services and advice to all. She can change your financial life dramatically!
I was very impressed with Teresa’s knowledge of this concept and the handling of my account. I strongly recommend her without reservation.