Discover the 9-step Smiling Retiree Process to create lifetime cash flow in the ZERO percent tax bracket.

About Us

Helping successful business owners and executives reduce unnecessary income, capital gains and estate taxes.

You Are Invited To My New Movie

The Retirement Deception

You Are Invited To My New Movie The Retirement Deception

  • Certified Tax Specialist with over four decades of experience

  • Developer of the Smiling Retiree Process, aiding millions in achieving tax-free retirement income

  • Speaker at prestigious venues including Harvard Business Expert Forum and NASDAQ

  • Featured in the documentary The Retirement Deception

  • Author of Tax Secrets for the Smiling Retiree

“My journey began in my grandfather's workshop, igniting a passion for invention and financial empowerment. Today, I dedicate my life to helping others achieve financial independence.”

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Tailored Strategies for Your Financial Freedom

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Helping Retirees Smile Through

Tax-Free Income

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630-893-4142

290 S County Farm Rd, Wheaton, IL 60187

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