Financed Planning™ has been around since 1997. This is a revolutionary and innovative approach for retirement planning for business owners and physicians.
The concept is basic: use a simple interest loan to provide a lump sum of money to a business owner to invest in a tax-deferred, compound-interest investment product. In addition to the tax-deferred compounding interest, our products also provide principal protection.
This program uses the power of leverage to enable business owners to selectively and tax-efficiently transfer wealth out of their business to “front load” or fully fund their personal retirement goals using principally protected investments. (For an example with hard numbers, find a comparison of traditional retirement plans versus “front loading” here.)
