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The Wealth Tool High-Income Executives Ignore—Until They See the Numbers
If you’re a high-income executive earning well into six figures, there’s a good chance you’re doing everything “right.” You’re investing. You’re saving. You’re working with professionals you trust. ... ...more
Tax Free Wealth
January 05, 2026•3 min read
Why This Time of Year Is the Most Powerful Moment for Your Wealth Strategy
For many higher-income executives, business owners, and other professionals, this time of year feels familiar. We’re closing projects, reviewing numbers, and trying to finish strong while balancing fa... ...more
Tax Free Wealth
December 29, 2025•2 min read
This Christmas, Give Yourself the Gift of Strategic Wealth with Kai-Zen
The holidays are a time for reflection, celebration, and planning for the year ahead. As a higher-income executive or business owner, you’ve likely asked yourself: "Am I truly making my money work fo... ...more
Tax Free Wealth
December 22, 2025•2 min read
Why December Is the Most Important Month to Fix Your Wealth Strategy (Before 2025 Hits)
New Blog PFor many higher-level executives, business owners, and higher-income professionals, December is typically a blur — closing projects, rushing to finalize year-end numbers, planning for the ho... ...more
Tax Free Wealth
December 15, 2025•3 min read
Kai-Zen: The Smarter Way to Make Your Money Work for You
As a higher-income executive, business owners, or self employed persons, you’ve likely asked yourself this question: "Am I truly making my money work for me?" Most conventional wealth plans fail bec... ...more
Tax Free Wealth
December 08, 2025•2 min read
Executive Leverage: Why Kai-Zen's OPM Model Beats Every Deferred Plan You Currently Use
You lead companies. You manage multi-million dollar budgets. You know that the difference between a high-performing asset and a mediocre one is LEVERAGE. You don't tolerate inefficiency in your P&L, s... ...more
Tax Free Wealth
December 01, 2025•4 min read
Creating Tax Free Wealth For Business Owners
Kai-Zen was first introduced in 2012 by NIW. The underlying financial approach has been utilized by wealthy individuals and estates (typically $10M and over) since the 1960s. Kai-Zen is a new variation on this approach - allowing highly compensated individuals like yourself to participate in this type of leveraging for the first time.
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Take Comfort in Understanding Your Strategy!
No one knows what will happen in the future but looking at the past uncovers some common patterns. Stressing our designs through some of the harshest economic conditions to date allows us to implement a strategy to help protect against potential future failures and optimizes our chances for a more successful outcome.
"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up."
- Galatians 6:9 (NIV)
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