Intelligent Investors work with us to:
- Avoid Paying Unnecessary Taxes
- Remove Market Risk
- Protect Their Retirement
- Ensure Life-Long Income
- Saving For Your Child’s Future
Intelligent Investors work with us to:
- Avoid Paying Unnecessary Taxes
- Remove Market Risk
- Protect Their Retirement
- Ensure Life-Long Income
- Saving For Your Child’s Future
Have you considered...
Why the Wealthy don't have 401k Accounts?
Most people don’t believe me when I say “tax free.”
But it is true. It’s called a TFRA retirement account, and…
Once you’ve set it up, all the money you put into it, make from it, then take from it, can be 100% tax-free.
This is not a new strategy.
It’s the same type of financial vehicle that smart, wealthy families have used for decades to build tax-free wealth, generation after generation.
…And, if set up properly, it is fully compliant with the past and present IRS tax code. You are not required to report income made from this account as earnings.
Technically speaking, the earnings made in this account are not earnings!
However, not everyone qualifies for this type of account.
There are some restrictions such as age, profession, geographic location, and marital status.
To learn more, and see if your household qualifies, take our survey on the next page.
Why JB Growth Partners?
Education
First
Problem: Most people don’t have the Financial Plan they need because they haven’t been properly educated about how to achieve it. Today, financial education and financial literacy are so important; unfortunately, they’re not part of what we learn in school.
Solution: We provide Education First so you can make the right decision for your future only after you are aware of all the options.
Tailored
Client Solutions
Problem: All too often, people are sold Financial Plans, Financial Products, and Financial Strategies, not because it is what the client needs but because it’s what pays the firm the most.
Solution: We will work with you one-on-one to understand your individual and family needs and then deliver a Tailored Solution and Financial Strategy to produce the Retirement Income you desire.
How We Work
We have a proven step-by-step approach that we leverage with all of our clients to develop your Tailored Retirement Income Solution so you achieve the best retirement possible.
1
Schedule
A Free Strategy Session to uncover a Powerful Financial Plan for you
2
Discover
Understand your unique Story and Resources so we can provide a solution that works for you
3
Develop
A custom plan that helps you achieve the Retirement Income you need and deserve
4
Present
The Solution that clearly shows you the path you’ll take to achieve a better financial future
Offices
Our Services
What we can do for you
"20 Million American's
with 401(k)s
have read this..."
An open letter to 401(k) account holders
“I finally have the clarity and certainty about where I will be in retirement"
Schedule Your Free
Strategy Session
Intelligent Investor work with us to:
- Avoid Paying Unnecessary Taxes
- Remove Market Risk
- Protect Their Retirement
- Ensure Life-Long Income
- Schedule Your Federal Employee Forecast Session
- Schedule Your Free Strategy Session
Explore
Address
In CA, d/b/a JB Growth Insurance Services.
This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.