Discover The Hidden Truth Behind Your 401(k)

Learn About The #1 IRS Approved Tax Minimization Retirement Vehicle

The Perfect Retirement Vehicle

The chart below compares several different types of financial vehicles that exist today and looks at which of these strategies offers all the attributes that we would want in a perfect world. When you look at what your traditional strategies offer compared to the unique IRS approved strategy that we offer at Clear Diamond Life, it's easy to understand why we are so confident that we can help improve your portfolio. While there is no perfect scenario that actually does offer all of these attributes, our IRS approved strategy is the ONLY one that comes even close. 

Benefits of Our IRS Approved Wealth Strategy

Outperforms Most 401(k) Accounts

No Risk of Loss

Never Outlive Your Money

Tax-Free Income

Tax-Free Estate Transfer

Eliminates Market Volatility

Avoids Probate

Features of Our IRS Approved Wealth Strategy

Access Your Money Anytime Without Penalty

Predictable and Favorable Rate of Return

Uninterrupted Compounding of Interest

Tax-Deferred Growth

Fully Disclosed Costs

Real Life Case Study: Richard & Grace Turner

Richard & Grace Turner implemented our strategy when Richard was 47 years old and he plans to retire at age 66. They are contributing $20,000 per year toward their wealth-building account for 19 years at which time will be a cumulative total of $380,000. The best part is that they are simply redirecting funds they were already spending inefficiently which was outlined in their Personal Wealth Report showing them how our IRS approved strategy could improve their portfolio in ways they couldn't even imagine. The info-graphic below shows the performance of our IRS approved strategy compared to what Richard & Grace could've expected had they put that same money into a 401(k) or Roth IRA (if they were allowed to put that much into a Roth IRA) and the results outline a stark difference. 

*NOTE: Values shown for 401(k) account are after tax values. Estimated results for 401(k) are based on a tax-deferred account with 7% growth and 1.5% expenses. Estimated results for Roth IRA are based on a tax-exempt account with 7% growth and 1.5% expenses. There are IRS limits on contributions toward a Roth IRA and the numbers above are for comparison purposes if it was allowed to put that much into a Roth IRA. All figures are estimates only and are not a guarantee of results. Each client's specific scenario will provide different results and can only be estimated after client completes a Confidential Wealth Assessment Form in order for Clear Diamond Life to be able to create a customized Personal Wealth Report based on their actual numbers.

Richard Turner

I thought I was doing everything right when it came to saving for retirement. We attended a local seminar that this adviser was holding and it really changed my life. It put things into perspective and look at how my money was positioned to handle things like taxes and the stock market and just making sure we have enough money throughout retirement. We now avoid stock market losses altogether so we never have to worry about a crash ever again. We avoid paying taxes in retirement and we also don't have to worry about running out of money. I cannot thank him enough for what he did for me and my family. Please, see what he can do for you because he changed my life. He really did. And I'll always be thankful for that.

To Find Out How This IRS Approved Strategy Can Help You and Your Family, Get Your FREE Personal Wealth Report Today!

The Personal Wealth Report

  • Customized and in-depth 22-page report outlining your financial outlook including areas for improvement.
  • Gives you a detailed breakdown of values and cash flows of the different investment vehicles based on your actual numbers.
  • See how much money you will have each year for the rest of your life.
  • See exactly how long your money will last during retirement with each different investment vehicle.
  • Compare our wealth strategy to traditional types of investments in an easy to read and understand format.
  • See the potential dangers you are facing with your current strategy and how you can make adjustments before it's too late.
  • See detailed and fully disclosed costs associated with our wealth strategy.
  • Review a historical look-back at how this strategy has performed throughout history. 
  • Learn with certainty and clarity if our wealth strategy should be added to your portfolio.

To get your FREE Personal Wealth Report, simply complete the short survey below. We will contact you at the number provided and look forward to getting to work on your Personal Wealth Report today!

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