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We take the time to get to know your current financial position and how to achieve your future goals. We will help you secure wealth by utilizing our expertise and products. The Lifetime Economic Acceleration Process™ is the process that incorporates these products. It is not the products themselves that help us financially, it is the way we utilize these products; how they are processed during our lives, coordinated and integrated that make them more efficient and productive for us.

The process will show simple strategies that 
you have experienced before and that may: 

  • help generate more wealth and protection with no additional out-of-pocket outlay. 

  • help reduce income taxes throughout your lifetime.

  • help protect your assets against inflation, death, disability and lawsuit. 

  • help you identify and recover lost wealth. 

  • help position yourself to consume and enjoy as well as transfer your estate. 

  • help reduce certain risks and safely increase the performance of many of your assets 

  • help provide a more enjoyable and secure financial life today and tomorrow.

* As with all matters of a tax or legal nature you should consult with your tax or legal counsel for advice.


100 N. Country Road, Suite 1, Setauket, NY 11733. 
Securities offered through Lombard Securities, Inc. member FINRA/SIPC.