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Baby Boomer Retiree

Private Placement Offerings

Targeted Double-Digit Returns Without the Risk of Wall Street

Is it possible to achieve targeted double-digit returns, without stock market volatility? We have some unique investment opportunities that may be a good fit for your portfolio.

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Financial markets lost nearly $2 Trillion dollars during October 2018. Real estate valuations are at all-time highs. Where can you go for targeted double-digit returns?

Accrdited Invesors

QUALIFICATION REQUIREMENTS

Our Portfolios and Fact-Based Strategy

LIFE SETTLEMENTS

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Accredited investors with a net worth of at least $1 million can invest in a unique Life Settlement investment with targeted double-digit returns without stock market volatility.

ALL INVESTORS

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FBIAS: Fact Based Investment Allocation Strategies are institutional type portfolios that are comprised of low cost exchange traded funds and are professionally managed. FBIAS portfolios seek to profit in bull markets and protect profits in bear markets.

These portfolios have the ability to move to cash or go short during bear markets.

 

 

CORPORATE BONDS

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Enjoy targeted double-digit annual returns, high cash flows, plus capital appreciation with principal guarantees. Click the button below to find out more about our professionally managed individual bond portfolio.

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Utah HEADQUARTERS

(435) 657-2436

dave@optimaltaxplan.com

345 W. 600 S. #115

Heber City, UT 84032

 

SCHEDULE APPOINTMENT

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Learn more about the Supercharged Roth IRA conversion strategies and our 2nd opinion services

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