We are 4 accountants who developed an investment strategy and started a company in response to people losing upwards of 30% of the value in their retirement funds due to our failing economy. We do not want this to happen again. So we developed an investment strategy called the WealthCARE Plan. The WealthCARE Plan is a simple investment strategy that will provide yourself with additional funds for any financial need during your lifetime free from taxation. Also, it provides funds after your lifetime for your family free from taxation. It is guaranteed to earn 2%, never lose money, and earn as much as 14%, based on the performance of the S&P Index. The investments into the plan are equivalent to a tax deduction and are not subject to IRS restrictions, reporting and penalties. The plan provides preventative WealthCARE by eliminating investment risk and tax risk. The plan can be done in a business structure or individually.
Tell us a bit about who you are and the people you reach
Small Business Owners
Key Employee Attraction and Retirement
Buy/Sell Agreements (Business Continuation)
Attached is an example of the Logo we are currently using. I would like it to be a bright clean look. But, feel free to create whatever you want. Have at it. I look forward to seeing your designs.