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tax strategies

Life Insurance As An Investment Tool

Posted by | life insurance, tax strategies | One Comment

With the uncertainty in the market these days and the ever looming threat of increased taxes, many investors are looking for alternative strategies to grow wealth.  Strategies that can provide protection from market downturns without sacrificing growth and strategies that can provide tax free income streams during retirement. For high income earners, the tax free strategy has a particular appeal.

For a number of years now, life insurance has been one of the fastest growing alternative asset where investors can  have protection and create tax-free income.   However, a quick search on the internet will show differing opinions on whether or not life insurance is a good place to grow wealth.  Read More

What our clients say about working with us

Posted by | retirement income, tax strategies | One Comment


Jesse Curry
Director of Corporate Wellness at The Joint…the chiropractic place

Attended one of Denver’s events and found the presentation very informative (in great dinner setting Flemings) and useful minus the typically hype one might expect. If you want to preserve your wealth without fear of market loss then I encourage you to accept his next invitation.
Just a quick note on Denver’s services to my wife and I. In today’s world of uncertainty about financial retirement decisions, Denver provided us with safe investment strategies without LOSS of principal or any yearly earned earnings (unlike my 201k). Highly recommend a discussion! You will not be disappointed.

Jim Swantko
Senior Vice President, Marketing & Sales at SUMCO Phoenix Corp.

We started working with Denver on retirement strategies shortly after we moved to Scottsdale in 2010. I’ve found him to be a consummate professional with sound retirement advice that is creative, but reliable and secure. I wish that we’d met him sooner, but intend to fully maximize our financial strategies through him going forward. I highly recommend his services. Read More