General questions

Financially, what can the Missed Fortune strategies do for me?

  • Increase financial liquidity – the ability to access your money when you want it
  • Increase the safety of your retirement or investment money by
    making it guaranteed or insured
  • Establish a private retirement planning strategy that can be superior to qualified plans
  • Earn a rate of return by employing idle assets that are not
    optimized such as home equity
  • Realize tax savings through higher tax deductions
  • Eliminate non-preferred debt
  • Create opportunities for other investments
  • Create greater property sales options
  • Create an emergency fund

I like the concepts, what do I do now?

Just visit our getting started page.

Why haven’t I heard of the Missed Fortune concepts before now?

We’re sure you are familiar with the phrase “You can’t see the forest for the trees.” We believe there are certain financial opportunities that have always been in front of us, but whose true potential we couldn’t see. The Missed Fortune philosophy will lift, you, like a helicopter, above the trees for a better perspective. Your vision will open up, and you will begin to take in the bigger picture – a point of view that can change your life.

If the Missed Fortune strategies work, why doesn’t my
financial planner know about them?

Missed Fortune strategies use a new and unique approach to the accumulation of wealth, estate planning, debt management, and retirement planning. Every month, financial professionals from around the country attend our TEAM
training to learn how they can be involved in this new movement. Once these professionals understand and test the Missed Fortune concepts, they always
agree the numbers add up.

Why do some financial professional speak against the
Missed Fortune strategies?

Unfortunately, some financial professionals don’t know what they don’t know. Many haven’t taken the time to understand the concepts thoroughly. Some don’t want to invest learning something new and will almost always steer clients toward what is comfortable or what they know. The key messages of Missed Fortune are found in liquidity, safety of principle, and then rate of return. If you compare financial strategies that combine home equity and retirement through these filters, the numbers cannot be refuted.