Do you have a plan? Let us show you how to achieve financial independence, free your time, and build wealth that lasts for generations.

Get A PriceWatch A Video

Protecting over $1.2 billion in assets across all 50 states

Do you have questions? We can Help!

Take a deep dive into our most popular tools

Series LLC Webinar

Experienced real estate investors understand lawsuits are part of the game. Introducing the Series LLC. This powerful entity virtually eliminates legal battles and is revolutionizing real estate investing in the process.

Estate Planning Webinar

You’ve probably had Estate Planning on your to-do list for years. It’s one of those things that sounds responsible, but not profitable … until now. Explore this 5-step system for securing wealth, today and for generations.

SDIRA & SOLO 401k Webinar

Nobody wants to end up in jail, but few people realize there are legal ways to access tax-free capital. Learn how you can fast-track your investment career through the power of tax sheltering and the Solo 401(K).

what our clients are saying

Ryan Buckley

Paige Panzarello

Scott Sutherland

Daniel Ramsey

Learn From Scott’s Professional Network

S Corp Distributions: The Nitty-Gritty
S Corp Distributions: The Nitty-Gritty

The sad truth is that every year, we have to file and pay our taxes. While it definitely is a pain in the neck, it can also be an opportunity to evaluate your financial progress for the year. The goal for taxes is almost always to maximize your deductions while...

Using Your IRA to Invest In Crypto (4 Steps)
Using Your IRA to Invest In Crypto (4 Steps)

Crypto is blowing up. And traditional retirement accounts simply aren’t equipped to handle the excitement. Cryptocurrencies (like Bitcoin, Litecoin and Ethereum) are a popular alternative to government-backed currency—especially if you want to conduct...

8 Tips For Canadians Investing In U.S. Real Estate 
8 Tips For Canadians Investing In U.S. Real Estate 

Are you a Canadian investor with an eye on the red-hot U.S. real estate markets?  If you are, break out the Tylenol, because complicated legal and tax issues can give you a headache before you’ve even started! Our lead attorney, Scott Smith, recently met with Canadian...

Visit our academy:  Articles   Podcasts   Video

Frequently asked questions

What is a Series LLC?

A Series LLC is a unique form of limited liability company that provides protection from liability across multiple “child” Series, within each main “parent” Series LLC protected from liabilities arising from the other Series.  Each “child” Series is treated as if it were its own LLC for liability purposes. 

Why is a Series LLC better than a traditional LLC?

It offers anonymity, lawsuit protection, compartmentalized liabilities, and it may reduce operating costs and streamline administration.

How can I create a Series LLC?

Easy.  The Series is a private document that you create on your desktop, sign, and store in your safe.

Who controls the Series LLC?

The Series LLC is legally controlled by the anonymous trust, through a trustee. Any money generated by the company is split by the “beneficiary(s)” designated in the trust.  This way, one partner can manage the company while the other partner(s) split profits evenly.

What will be my title within the Series LLC?

You are the Trustee of Series LLC.

Do you have questions? We can Help!