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Protect. Multiply & privatize your wealth.

Hours
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Extra Phones

Phone: 909-280-4540

Services/Products
Ponder financial is NOT an asset management firm. But a strategy based firm that teaches Proven and time tested strategies. Secrets and solutions of the super rich and affluent. By offering its clients private ONE on ONE coaching. Consultation and financial education in the areas of estate preservation. TAX secrets. Strategies and solutions. Asset protection. College funding. Business planning. Mortgage strategies. TAX free retirement. Charitable gifting. Wealth and income creation and the 8 laws of Banking™ and this is accomplished through OUR proprietary personal wealth evaluation™ which is a simple THREE-STEP process. Assessment (information) consultation (education) restructuring (DECISION) AFTER 24 years we have discovered that the majority of client’s personal and financial goals DO NOT match their current retirement accounts and investments. Because they started wrong. Most. If NOT ALL of the current professionals that they trusted have NO strategic plan in place to benefit YOU AS the investor. Which creates unresolved problems. AT your free consultation YOU will learn about the 5 biggest unresolved problems an investor HAS. PONDER financial will customize and design a strategic plan to protect. Multiply & privatize your wealth! we specialize and intentionally educate OUR clients HOW to: have a TAX-FREE retirement! convert your taxable (IRA) accounts into TAX-FREE accounts! maximize your social security benefits! SET UP a “Family bank!” reduce and eliminate taxes on your RMD’S! transfer your estate to heirs or Charity income TAX free! protect. Preserve and multiply your existing retirement! SET UP your living trust right. And protect your estate! protect your assets from a lawsuit. Judgments. Creditors or unwanted Family members! turn your house into a bank and create an extra $1 million! invest in the secondary market earning 5 12%. Without paying money management fees! OWN a NON economically driven investment that is of the best asset class to diversify! warren Buffet’s and wall Street’s best kept investment secret, a 12% return on your money without exposure to stock market risk! fund your CHILDREN/GRAND CHILDREN’S college education. Without the income counting against them on the FAFSA! business owners CAN fund and finance their retirement!.
Location
Located in the big glass building off the 10 FWY and Haven Ave
Categories
Investments, Mortgages, Retirement Planning Services
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