Protection for GENERATIONAL WEALTH

Become a strategic partner alongside our portfolio of high-net-worth entrepreneurs and their ventures that execute on tailored plans to mitigate taxes, create passive income, and secure generational wealth.

Start exploring your path to security with our experienced team who is dedicated to navigate and ensure protection and stability for your future.

Anthony Schlumpf

Wealth Preservation Analysts & Retirement Specialists

~Strike with Precision. Control Everything. Protect Generational Wealth. Trust the Plan.~

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Protection for STRUCTURED GENERATIONAL WEALTH

Start exploring your path to security with our experienced team who is dedicated to navigate and ensure protection and stability for your future.

Anthony Schlumpf

Insurance Advisor & Retirement Specialist

~Disrupting conventional wisdom and breaking the Matrix by using unorthodox strategies~

Give me a call

Compare prices among the nation’s most trusted insurers.

Why should you work with

Anthony Schlumpf

Has access to a broad array of experts and companies and products and can help you fill in the gaps with a custom designed plan that fits your unique situation by using a variety of insurance needs, including Estate Planning, Retirement Planning, Mortgage Protection, Corporate Credit Funding, Debt Elimination, Social Media Marketing, Digital Solutions with A.I., Networking, Business Development, LLC Start-Ups and more.

Expertise

We have a team of professional experts to help you achieve your goals and secure a safe retirement by filling in all the financial gaps. We leverage our knowledge to identify innovative solutions and growth opportunities. We have a deep understanding of financial planning, life insurance and customer service, particularly with high-net-worth individuals that ensures VIP treatment and a robust network of clients.

Convenience

An Advisor can be more convenient than trying to research and compare policies all on your own. We have access to all the top-rated insurance and financial products, designing custom long-term retirement plans tailored to each client's unique situation. Let us do the legwork for you by shopping the market, comparing quotes from multiple companies, and helping you understand the terms and conditions of each policy.

Personalized service

An Advisor can provide personalized service and support to help you choose the right policy for your unique situation. They can take the time to understand your financial needs and goals, and work with you to find a policy that fits your budget and provides the protection you need,
and will not leave your family or loved ones in a vulnerable position.

We work with Companies you can Trust

We recognize the critical importance of securing your financial future, which is why we proudly offer our services at no cost and with complete transparency to you, our valued clients. Our unwavering commitment to your financial well-being means that developing a thorough financial plan comes with no charges or hidden fees. There are no unexpected costs or surprises. Our mission is to equip you with the knowledge and tools necessary to make informed decisions and reach your financial objectives without any financial strain. Your financial security is our foremost priority, and we are devoted to providing a smooth, cost-free experience as you plan for a brighter future.

What We Offer

Life Insurance

Life insurance ensures financial security for your loved ones after your death, while also offering living benefits that you can access during your lifetime for critical needs.

Final Expense

Final expense insurance is a form of life insurance policy designed to cover your final expenses, such as funeral, burial, and remaining debts.

Mortgage Protection

Mortgage protection solutions provide peace of mind and flexibility to customize your own policy.

Universal Life Insurance

A type of permanent life insurance, which means it has a cash value component in addition to a death benefit.

Retirement Planning

Transform your retirement with strategic planning and powerful annuities, ensuring your golden years are as vibrant and secure as you've always dreamed.

Corporate Credit Funding

Direct access to elite 0% interest credit cards to secure game-changing corporate funding that can elevate your business and eliminate years of financial stress.