Resources

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Resources

Financial literacy is required in life. Unfortunately it is not taught in our schools but here at O&T we require it! An educated client is a partner in their own success.
Highly recommended

The LASER Fund

The LASER Fund: How to Diversify and Create the Foundation for a Tax-Free Retirement

How to Diversify and Create the Foundation for a TAX-FREE RETIREMENT. It’s been called a miracle, a game-changer, a lifesaver. It can provide unparalleled liquidity, safety, predictable rates of return, and tax advantages. It enables tax-free retirement income. And it makes income tax-free wealth transfer possible. This is NOT your average, run-of-the-mill financial book. It will not contain conventional advice about traditional retirement vehicles like 401(k)s and IRAs. Instead, you’ll learn strategies to: – Reduce taxes legally (and permanently), increasing your Internal Rate of Return so you keep more of your gains 

Money. Wealth. Life Insurance.

Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings

America’s elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times.

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