Dynamic Life Goals
Financial Services for Sacramento's Finest
Your commitment to protecting our community deserves the same level of protection for your family's financial future. We offer a full suite of personalized services designed to meet your unique needs. Our mission is to help you achieve your financial goals and build a lasting legacy.
Specialized Financial Education and Retirement Planning for Officers
Tax-Advantaged Wealth Accumulation Strategies
Asset Protection & Qualified Plan Rollovers
College Education
Funds
Infinite Banking and Family Banks
Debt Management and Consolidation
Business Owner Strategies
Life Insurance, Living Benefits & Final Expense
Indexed Growth, ROTH, SEP & Traditional IRA
Estate And Legacy Planning
Morgage Protection
Term
Police Officers and Families
Transform your Financial Future
Discover how police officers are protecting and growing their wealth today. Our personalized strategy sessions show you powerful ways to secure your dreams while creating a lasting legacy. Let's design your path to financial confidence.
Discover Hidden Financial Strategies
Get access to guaranteed protection, tax-free growth, and powerful solutions most people never hear about.
Don't Let a Health Crisis Become a Financial Crisis
Get coverage with real living benefits that pays you when you need it most.
Secure Your Family's Future and Legacy
Discover how to protect your retirement, create tax-free wealth, and ensure your final wishes are handled perfectly.
Sacramento Police Department
Financial Wellness and Protection for your officers and their families
⚡ Don't Wait: Every month without proper coverage is a month your family is at risk. The longer you delay, the more expensive protection becomes as you age.
A+ Rated
Insurance Carriers (Ameritas, Foresters, Pr)
Licensed
Financial Educators and Retirement Specialist
Local
Our Sacramento Team is at your Service
Support
Ongoing Support to help you achieve your financial goals
Products & Opportunities
Properly Structured Asset Protection Plans
Million Dollar Baby Plans
College Plans
401k. 403b, IRA, Roth IRA, Rollovers
Living Benefits
Increase Cashflow
Reduce or Eliminate Capital Gain Taxes
Key Employee & Executive Bonus Plans
Succession Plans
Recession Proof Industry
Money, Time, & Location Freedom
Financial Education
Infinite/Family Banking
Rules of Money
Tax-Free Retirement
Increase Cashflow
Protection of Principal
Protection of Assets
Preservation of Real Estate
Funeral Concierge Planning
Long-Term Care
Retirement & Legacy Planning
Living Trusts & Wills
Why Officers Choose Our Services
✓ We understand your unique challenges: long hours, high-stress environment, early retirement options
✓ Comprehensive family protection: designed around your specific needs
✓ Tax-free income strategies: to supplement your pension and build wealth
✓ Flexible hours: to fit your schedule
Ready to Secure Your Families Future?
Free 30-minute consultation during a time that's best for you!
No obligation – just honest answers.
Contact: Tracy Wilson
📞 (754) 800-9001
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