801-698-1329

[email protected]

Case Studies

Filter Case Studies

Law Firm Partner: Turning $250K Into Over $4 Million In Tax-Free Retirement Income

40
Male
Annual Contribution: $50000 annually for 5 years

Plumber Case Study

40
Male
Annual Contribution: $40000/year for 5 years per grandchild (2 total)

What Could Kai-Zen Look Like? Case Study: A Father’s Gift That Grows

40
Male
Annual Contribution: $150k