College Selection Strategy

When looking at management of family assets, many start with "rate of return" and trying to take unnecessary risk to grow assets. Our Coaching approach is different.

We start with an examination of liabilities using a measuring tool of "Effective Percentage Rate"("EPR").

Secondly, we look at wealth transfers that might be occurring unknowingly and unnecessarily.

Respectively, these wealth building perspectives are the result of several years of training with Kendall Todd Mentor Program, Managing Liabilities into Assets, Todd Ballenger CEO, and the Money Trax Circle of Wealth Mentor Program,  Donald Blanton, CEO.

Our CALM Coaching Program consists of 3 Steps. We offer Step 2 at no cost to you so you can see the value with no financial risk.

If you would like a complimentary report Borrow Smart analysis that introduces you to  EPR formula, please click on the red "Apply Online" image to the left or at the bottom of the page, complete the answers to the brief questions, submit.

In a day or two, we will provide you with a written report and audio narration of Borrow Smart Repay Smart Step 2. All information is secure, and your information is absolutely not shared with anyone.

Tax reduction can be a critical strategy in increasing your cash flow. When you eliminate unnecessary taxes, that is an immediate increase in your cash flow. This new money can be applied to either debt reduction, paying for college, or providing you with a more secure retirement.

You will receive our 11 Tax Reduction strategies course over a two week period so you will have time to carefully review each and see which ones might be of value to you.

Tax Reduction Strategy # 2 allows you to deduct almost all of your out-of-pocket medical / dental / vision expenses.