We are providers of Leveraged Planning™ - an innovative suite of programs designed to reduce risk and increase tax efficiency and selectivity in the financial portfolios of business owners, medical practitioners and legal professionals. Most importantly to our clients, No Leveraged Planning™ program lost money during the ongoing market downturn.
Leveraged Planning™ provides these individuals with a unique combination of:
Risk Protection: Leveraged Planning™ programs shield the participant from downside loss in the markets.
Selectivity: Leveraged Planning™ programs enable participants to be selective regarding participants.
Tax Efficiency: Leveraged Planning™ programs are tax efficient in their treatment of gains and they provide for possible tax deductibility of contributions*.
Cost Effective: Leveraged Planning™ programs make the very efficient use of funds placed into them by utilizing a powerful combination of leverage and compounding.
We are committed to providing our clients with access to reliable, efficient and robust financial products for use in the structuring of a sound portfolio. These programs are funded and backed by some of the strongest and most well funded financial firms in the world. How will you fund your future?
*Decisions regarding tax treatment of a Leveraged Planning™ program should be made in close consultation with your tax advisor. No claims are made regarding specific treatment of program expenses.
Leveraged Planning™ is a trademark of Entaire Global Intellectual Property, Inc. All references to such mark and the content contained herein are used with the permission of the owner. This website is maintained on behalf of the specified agent / agency which is an independent marketing affiliate of Global Financial Distributors, Inc. and is approved to market programs developed by Entaire and its affiliates that are offered exclusively to business entities. Any Leveraged Planning™ program implemented through the agent / agency is subject to the terms and conditions of the final agreements entered into between the client company, its owners and Entaire, and is subject to completion of the qualification and application procedures related to such programs.
