Do You Want to Build a Financial Empire

                         OR

Just Do What Everyone Else Does?

 

Doing what everybody else is doing is costing you millions.

 

Warren Buffet says invest in yourself if you want to be rich, yet 90% of us don't.​

 

We found over $1.2 million in overpaid taxes for a 45 year old Dentist and turned it into a separate guaranteed tax free income for himself, his wife and all four children.

​

Using the Advanced Rockefeller Method we started 6 plans from the refund. At age 65 both he and his wife will each receive $300,000 per year tax free in retirement. The overall potential with leverage and compounding is $144 million over 60 years.

​​

​

Schedule a 15 minute call to see what you are missing

https://calendly.com/platendow/15-minute-call

​​

​___________________________________________________

​

​​Who Is This For?

​

• Business owners with $500K+ annual income

• Business owners tired of paying 40+% tax rates

• Professionals earning $300K+

• Those with $500K+ in liquid assets

• Those who want to safely earn 10% or more annually on money

• Those facing $125K+ annual tax bills

• Those with taxable deferred accounts like 401K, 403B, 457, IRA, Annuities or capital gains assets like Businesses, Brokerage Accounts or Real Estate

• Those who have old Life Insurance Policies or Annuities that they want to get 20 to 50 times more out of

• And those who just want to get started      

 

_______________________________________________________

What Happens When Everything Actually Works Together

 

Manufacturing Business Owner, Age 73

​

The Situation: Great CPA, solid financial advisor, expensive attorney. All working independently. Paying $400K+ annually in taxes. Retirement plan was "sell the business and hope for the best."

Yet only 7% of businesses actually sell - other 93% just close doors 

 

Tax Reduction

$1.4 M

Over 3 years

​

Guaranteed Tax Free Retirement Income at age 78

$360K

Annual, tax-free, for life

 

Legacy Income Protected - Projected

$80 M over 40 years

Multi-generational trust

​

What Changed: We integrated his entire team under one Family Office structure. His existing advisors stayed (they actually liked having a quarterback). We added tax strategies his CPA didn't know existed, repositioned assets his advisor hadn't considered, and funded a dynasty trust his attorney had written but never activated.

​

​

​

Real Estate Developer, Age 52

​

The Situation: Successful but fragmented. Multiple LLCs, inconsistent tax planning, worried about lawsuits, and no clear succession plan for his kids.

​

Asset Protection

$14M

Shielded from creditors and divorce

​

Annual Tax Savings

$340K

Year one alone

​

Created Tax free income starting age 60

$400,000 per year tax free

​

60 year projection over $100 million income for family separate from the business.

​

100% Family Unity

​

What Changed: Built a complete Family Office that centralized control, eliminated entity inefficiencies, and created a binding family constitution known as the Financestory. His kids now know exactly what they're inheriting, the rules for family meetings, the rules for accessing money and the system for keeping it.

​

_____________________________________________________

         Our 5 Step Process

                     Advanced Rockefeller Method Blueprint

J.D. Rockefeller was ruthless. He not only outsmarted his competition, he crushed them forcing them to either sell to him or go bankrupt. He controlled everything from making, packaging, shipping and pricing.

​

He even controlled the public by setting up the school system as we know it to train workers to get used to working a shift, following orders and doing quality work (grades). He created the system to discourage free thinking and entrepreneurial spirit.

​

He created the divide between private and public money.

​

In 1913, as the government came after him for being a monopoly, he outsmarted everyone again by working with Dale Carnegie to write the tax code so that business owners and investors don't pay taxes and the employees, the W-2 public, get no write offs and pay all the taxes.

​

He then used trusts and life insurance to protect his money for himself and family for generations.

​

The result, the government, using the Sherman Antitrust Act, broke up his company, Standard Oil, into 34 different companies, but his money never was touched and grew exponentially with every generation.

​

Today, because of the life insurance and trusts no one really knows how much they actually have.

​

Here's how he did it - and we do it for you.

​

STEP 1: TAXES

Using our team of National Tax and Tax Law Experts to make the 75,000 pages of tax code (Federal Tax Regulations and Official Tax Guidance) work for you. Did you know that 95% of the tax code is how not to pay taxes?

✅ Audit the last Three years returns for overpayments 

✅ Identify inefficiencies 

✅ Create the system for zero to minimum tax going forward.

✅ Use over 70 different programs to reduce AGI to 0

✅ Own nothing - control everything using trusts to eliminate taxes

✅ Redirect business profits into deductible investments like life insurance, real estate or company-owned benefits

✅ Build a Family Foundation to channel income through a charitable entity you control.

 

STEP 2: Money

Design Your Family Office

We integrate everything — specified accountants, attorneys, advisors, and insurance — into one cohesive Family Office that works for and answers to you 

✅ Remove conflicts of interest and investment inefficiencies
✅ Build a Trust using life insurance and options to shelter wealth

✅Place permanent life insurance on every member of the family

✅ Use system to remove taxes or pay legal minimum

✅ Protect Assets and Income from lawsuits, creditors and divorce 

✅ Create guaranteed annual increasing non-reportable income

✅ Rent money like the wealthy to double your accounts every year
✅ Establish the Family IPO to Guarantee multi-generational control and wealth that increases with every generation

✅ Protect wealth from sickness and spend-down 

​

STEP 3: Write the Rules

Your Financestory™

Your Financestory™ (Your Financial Story is your life story from youth until now with all of your experiences and intellectual property obtained along the way) turns your life, lessons, and wealth into a living playbook — the written instruction manual for your descendants. These are non negotiable family laws on how, what and when money is used.

​

“The Rockefellers didn’t pass down inheritance — they passed down instructions.”

✅ Codify values, family purpose, experience, intellectual property and legacy principles and non negotiable rules
✅ Eliminate the risk of your heirs starting over, blowing it or divorce.
✅ Turn your wealth into a multi-generational operating system that preserves both your money and your meaning.

​

STEP 4: Ensure Family Unity 

We help your family establish a shared identity — a Family Constitution and Crest that unite and protect your bloodline.
Programs and Mandatory Quarterly face-to-face meetings to guarantee No division, no flexing, no drift, and no forgotten purpose.
Just one mission for generations.

✅ Empower unity and leadership
✅ Teach the next generation How to invest and grow together

✅ Foster We instead of Me
✅ Build 100-year family strength

​

STEP 5: Repeat

Live Wealthy Now — Forever

Finally, we implement The Rockefeller Method to:
✅ Establish the blueprint to repeat your knowledge and success forever
✅ Eliminate taxes legally and lock in inflation protection

✅ Provide guaranteed income for each generation so they never need to start over
✅ Protect every generation from market losses, lawsuit risk and just being dumb.
✅ Fund your lifestyle and your legacy without scrimping or worrying about running out of money

​

You’ll never have to choose between living well now or leaving a lasting mark. - Do BOTH !!

​

PLATINUM Endowment Virtual Family Office

Call To Action 

The wealthy don’t save money — they store it in systems that make them wealthier.

​

Ready to see your Family Empire?

​

​

​​Schedule your Introduction Call Now

https://calendly.com/platendow/15-minute-call

 

 

​What OUR Clients Say

​

​

As a small business owner, I focus on what I know best - my business and giving my clients exactly what they expect. For far too many years as a business owner, I just thought taxes were things that somebody else knew about and that I couldn't be informed or even understand or question my CPA.

After meeting with the team I recognized it is very important to go with my gut and ask questions. Within 15 minutes your team found savings just by looking at my tax returns and we used the tax programs to greatly reduce my tax.  I know you said the government wants us to use reduction programs to incentivize investment and job creation but I didn't think my company was big enough.

I wish I had employed the services earlier as I know I would have saved hundreds of thousands of dollars.

The trust and life insurance is even more exciting.

I feel the system is an unstoppable engine for my family.  I recommend you and the entire team to anyone who needs help in business, investing or taxes.

                                                                                               C. B.

 

​