The One Strategy You Didn't Know Could Solve So Much

Whether you’re a business owner trying to protect your company’s future or an individual planning for a secure retirement, money stress can feel overwhelming.

What if there was one powerful strategy that could solve multiple challenges...from taxes and cash flow to employee benefits and legacy planning

Introducing The WealthGuard Strategy, a revolutionary approach that’s changing the financial game for both business owners and individuals.

✅Business Owners:
Want to improve cash flow, retain top talent, or reduce your tax burden? WealthGuard helps you do it all...often with little to no net cost to your company. Imagine providing meaningful employee benefits while keeping your funds safe, liquid, and growing.

✅Individuals & Families:
Looking to build wealth, protect your financial future, and generate income you can count on in retirement? WealthGuard helps you do just that...while minimizing taxes and maximizing long-term security for your family.

This flexible, highly customizable strategy leverages one of the most powerful asset classes in the world to deliver:

1️⃣Predictable retirement income
2️⃣Significant tax savings
3️⃣Liquidity and growth
4️⃣Multigenerational wealth planning
5️⃣Peace of mind

Real People. Real Results.

💬“Now I can say that I am optimistic about my retirement and you guys have lifted a huge weight off my shoulders.” – Mark M., Client

💬“This was such a wonderful experience, and your team took amazing care of me.” – William N., Client

📣Join Our Free Webinar to Learn More

Hosted by Gary Heldt, Certified Public Accountant, Certified Tax Coach, best-selling author, and podcaster...this 100% educational event will walk you through how the WealthGuard Strategy works and why it could be the solution you’ve been searching for.

📅Date: Thursday, July 31st, 2025
⏰Time: 11:00 AM – 12:00 PM Eastern
💻Location: Zoom (link sent upon registration)
💥Bonus: One live attendee will WIN a 3-night, 4-day stay at a luxury 5-star resort!

➡️Reserve your seat now. Nothing will be sold. Just value-packed insights.