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About Us

My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 20 years, and I've helped more than a thousand people right here in (NC,SC and VA)

Our Ideal Customer

Small business owners who are looking recover money on expenses that they have already paid and or any one who is looking for away to have a guaranteed paycheck or play check so they don't outlive their retirement savings

Our Team
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William Smith
Products & Services

Small Business Owner recovery agent

I help small business owners recovery money in 5 key areas. Call today to see if we can recovery money for you and your small business

Distribution income planning

Tax free income, IRA distribution income planning and Reducing taxes on Social Security and helping people save, grow and protect there money by taking Longevity risk off the table
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