Profit Recovery

The Research and Experimentation Tax Credit

Retrieve the money you overpaid by learning about these business tax incentives.

Trusts to Protect your Assets from the Medicaid spend down.

For less then the cost of 2 weeks in a nursing home for you and or your spouse,  you can have the proper documents to offset the high cost of care.
What a blessing there is only 3 options, to pay for care, what option are you choosing?
  • 1. Use your assets to pay for your care.

  • 2. Buy expensive long term care insurance,  if you qualify health care wise and offset the high deductible costs with your savings.
  • 3. Have the proper documentation in place to offset care costs and qualify you to access the taxes you paid for medicaid tax dollars to cover the cost.
Are you on of the 7 out of 10 that will need long term care?
What are you doing to pass on your legacy,  with ease,  avoid the high cost of probate?
How to keep your family safe when a Pandemic hits,  are you prepared?
Are you an insurance agent that would like to share this type of information with your clients to protect them.  We have solutions to help you protect your clients.  Affordable solutions for providing for assisted and nursing home care for you and or your spouse with SAFE Guard trusts.
Get your free information package, call (608) 403-7008.
To schedule a question session, call today, if you are an insurance agent let us speak to you about education for your clients to protect their loved ones.

Safe and Protected Financial Alternatives

Building Financial Independence

Our financial alternatives are in asset growth and protection. We offer investors successful tools to grow assets with safety and protection in mind.

We are a little different than a lot of “financial” businesses and that sets us apart. We’re not quite a financial business. We work with a diverse set of clients, from families to individuals, businesses to retirees, you name it. We work with people from all over the US, and internationally. We have agents all over. Our main focus is asset protection. It really is an alternative approach to wealth management. Do you trust the protection and assets banks use to make their money safe! Of course. And why wouldn’t you do the same.

If there was a better way to do something? Would you rather know the first day or the last?

  • Asset Growth and Protection is the key to your success.

  • Grow assets the best you can with safety and protection in mind to not lose what you have worked so hard for.

  • Is your money working as hard as you are or did before retirement?

New Book Release: How Fast Do You Want Your Money?

Business owners are missing out on tax credits, tax incentives, and tax savings. As a small business owner, these could make the difference between your survival or demise during these tough times. This is not just for big business. We not only help business owners, but baby boomers, retirees, and people who want to retire someday.

We didn’t plan to be tax credit experts; we fell into this via a series of accidents. We are blessed we have solutions that will forever change your financial outcome and that of your children and your children’s children. Please keep an open mind as you learn of this privileged information, most have never heard of many of the things mentioned in this book.

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    In The News

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    Best Selling Author

    New York Interview Times Square Today

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    What People Say About Us!

    Simple and Secure

    Sharing A Better Way

    Pass On Your Legacy

    Earn Money Like The Bankers


    This program is ideal, my son loves it, I no longer work the 3 part times jobs I had up till age 81 and now I earn 3x the income, paid each month for my extra spending cash. This is such a blessing, thank you so much for taking the time with me and my son to understand a better, simple way to earn on my funds with less fees.

    Bonnie the Grandma, Retired Walmart worker

    If there is a better way to do something, would you rather know the first day or the last? This is the best simple earnings program I have found in my retirement years to earn monthly income on my funds with no added management fees eating away at my funds. NO stock market risk and roller coaster, I like knowing what I’ll earn each month, every month.

    Retiree, Public Service Commission for WI

    Former Bank President Pete Viater has worked banking over 35 years and believes this knowledge of Bridge Plan monthly earnings will protect baby boomers, retirees and Indian Country from fees and the Wall Street rollercoaster most cannot afford to be on. Protect your financial future for your children and grandchildren with a better, safer way to grow your money. Are you earning over 5% and paid monthly on your funds?

    Pete Viater, Superior Financial, Ashland, WI

    Wow this program pays me so good, I now have to think, do I want to place money in expansion and maybe earn a low 2% to 4% after costs, when I can earn over 5% on my funds with no added effort. This is great news for farmers earning very little with the low milk prices.

    Dairy Farmer, Reedsburg, WI

    After using the bank and brokerage firms to hold my money I was earning very little. I decided to do a check and see if I could earn more with First Position Mortgages and I went from earning about $200 a year after fees to about $1,700 a month and no added fees. I am very happy with my monthly earning checks.

    Retired Sheriff, Sheriff’s Department Douglas County, WI

    I was earning next to nothing at the local bank. Now I get a check every month. I am excited to go to the mailbox and get my check. It’s even more fun to go cash it each month at the bank. Now I feel my money is working for me, as hard as I worked to earn it all those years.

    Retired Farmer , Stanley, WI

    If you are looking for an easy, simple, earnings tool First Position Commercial Mortgages are it. We like the monthly earnings we can count on each month, so will you.

    Assisted Care Homes, Adams Comfort Living

    Congrats and thank you goes out to Ramah Chapter Navajo, for their success in getting the Ramah national settlement funds to help all tribes. Their vision to earn on these funds for future generations is a blessing we are honored to be a part of. Helping add over $10,000 a month in added revenue, paid monthly is a true blessing to Indian Country. What’s your banker paying your tribe each month on your funds?

    JT. McDonald, Bad River Chippewa Lake Superior Band

    We were given the opportunity to invest in First Position Mortgages and since then, we’ve never seen such a return on our people’s money then recently with the investment vehicle presented by JT. McDonald.

    Etta Burns, Treasurer Bad River Band of Lake Superior Tribe of Chippewa

    The Bad River Chippewa in northern Wisconsin have been blessed to find and use the bridge plan program. Our past program was earning us about $5600 a year and we were able to go into a plan providing 100% secured funds vs 10% and now earn closer to $20,000 a month. This is a huge blessing and the tribal community members are proud to be know their funds are safe and earning like the banks do on their funds. Bad River Chippewa was able to cut out the middleman banker and earn just under $450,000 over 18 months vs under $15,000 with the banks paying us less than 1% vs the over 6% on the same funds. Thank you Tribal Initiative for your efforts in helping the Bad River Chippewa.

    Bad River Chippewa

    As a Bad River tribal citizen, I am proud to know that my council took the time to see how earning more on our funds, like the banks do could help our tribe. Cutting out the middleman and earning more on our dollars has been a huge blessing to my tribe. After stopping in and asking our accounting department how things were going with program, the response was great, paid on time, each and every month. What a blessing to know that not only are over 25,000 others are using this program and getting paid each month, but we are too!!!!!! How could this help your tribe or retirement income for your future generations?

    JT. McDonald, Bad River Chippewa Tribal Member

    Thank you team at You have traveled to Navajo Country New Mexico over the past year to educate our council and our tribal community. We know the Ramah Settlement can now be used to earn more revenue for our Chapter here at Ramah without spending it. We are thankful for your time to come here and assist us in higher earnings. Your program offered us access to wholesale earnings like the banks do with their money. Safe and Simple to keep us Sovereign.

    Our funds have never earned this good and I have gotten my checks on time. Thank you for taking the time to come visit and speak with my tribe on using our settlement funds to earn for future generations. We appreciate the education JT. McDonald has given us and the time away from him family to help ours.

    David Jose, Ramah Chapter Chairman, Navajo Indian Tribe

    I must finally give this a try, I am not earning monthly income checks now. My husband has passed and I used to have him deal with this stuff. Its nice to have a simple program that pays me monthly and I can renew after 12 months, if I wish to. No added costs or fees. Thank you.

    Cattle Farmer, Wisconsin

    Cost Segregation Study


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