We live in an age of financial confusion – an abundance of information, opinions, and strategies. It’s frustrating, overwhelming and sometimes crazy. We spend our lives working hard to earn the money we need to provide for our families, looking forward to one day retiring, slowing down and enjoying peace of mind. But the world changes, and keeps changing. Everything is more challenging, more frustrating and more uncertain.

Now imagine that you’ve just been handed a half million dollars – cash. It’s more money than you’ve ever had at one time and it might be all you’ll ever make. What would you do with it? Where would you put your life savings to keep it safe, but still get a reasonable return and have access to it if needed?

That’s exactly what happened to me when I sold my family business. When asked for advice from “the professionals”, I was shocked by their answers. So, I set off on what became an arduous, 2-year journey of advisor meetings, research, and anguish until I discovered something miraculous – an innovative way to build a financial shield for my money.