Your Missed Fortune!

The Challenge
Traditional Retirement Planning has proven itself to not work. The market is very volatile and taxes are heading upward.

The Solution
Build a tax free retirement income plan. We are in partnership with the New York Times bestselling author, Douglas Andrew (Missed Fortune 101 and The Last Chance Millionaire). Our firm will be supporting clients like the ones case we are presenting to you today with educational updates that are focused on this unique retirement planning alternative that was only known to the the mega wealthy before now.

We are sponsoring this educational learning program throughout Central Florida on the radio. The program airs in Orlando on 540 AM WFLA on Saturdays 6:00-6:30 AM and 6:30-7:00 AM right after the Wall Street Journal Report. In Jacksonville the program can be heard on 1320 AM WBOB on Saturdays from 9:00-9:30 AM and in Tampa on 1250 AM WHNZ. I encourage you all to listen in as you will learn “The New Retirement Techniques” that will help you retire with a tax free income that will last as long as you do.

The Result
Client Case of the Month:

Lonnie and Toni have worked hard their entire life. Lonnie is a fire fighter and Toni a speech pathologist. They were referred by Toni’s parents who implemented the Missed Fortune Strategy over two years ago with my firm. They both saw their retirement plans at work lose over 35 percent of their value. Lonnie and Toni realized they may never be able make up these losses before they need to count on their retirement assets for a pension income to last them their lifetime. They also believed that taxes are heading up and that social security is in jeopardy of not being available to them when want to retire. They realize that the only way to get the country out of the debt crisis is to raise taxes and cut entitlement programs. Why continue investing money into traditional retirement plans that will be taxed at a higher tax rate later (be sure to look for next month’s case on “Personal Protected Pension Plans”, Why your Social Security and Company Pension are Both in Question and What YOU Can Do About It)?

We re-directed both Lonnie and Toni’s prior retirement plan contributions as well as rolled over their under-performing assets and we built them their own Tax-Free Retirement Plan. Their new plan grows tax free, they can withdraw from it tax-free and they can pass their assets on to their children tax free! No Government red tape or crazy strings attached, like having their social security taxed or being forced to withdraw a certain amount from their plans when they each reach age 70 and half.

The conservative plan design will enable each of them to withdraw $44,000 and $90,000 total respectively tax-free for as long as they live.

Your Key Action Step
Want to learn more about this strategy? Just go to our site www.hiddenwealthsystem.com and review a key chapter in the latest book I have read on this key strategy called, Tax Free Retirement. Here you will learn what Patrick Kelly teaches about a case study that I know will hit home for you as it has for me and my family. I personally have many Tax Free Retirement Plans for that I have designed and implemented for my own family over the last few years and I would be happy to discuss them with you. Let us see if you are a candidate to qualify for this unique planning.

Here’s to uncovering your Hidden Wealth,