Our Services
Discover the elite strategies we offer—because the longer you wait to take action, the more opportunity (and money) you leave behind.
Because it’s time to seek financial advice from the experts.
You’ve worked hard to earn it—now it’s time to protect, grow, and preserve it. With tax laws shifting and inflation rising, the cost of waiting is too high. It’s time to seek financial advice from the experts who know how to turn today’s income into tomorrow’s legacy.
Tax FREE Retirement
We help you unlock powerful tax-free retirement strategies—because every year you delay, you're missing out on compounding gains that could secure your future freedom.
Children's College Fund
We help you build a college fund for your children using smart insurance strategies—because the best time to secure their future was yesterday, and the second-best time is now.
Roth IRA Rollover
We help you roll over your Roth IRA into a stable, tax-advantaged product—because waiting could mean riding the next wave of volatility instead of locking in peace of mind.
Tax Liability Reduction for Business Owners
We help business owners slash their tax liability with powerful, IRS-compliant strategies—because every quarter you wait, you're handing over profits that should be building your empire.
Debt Free 4 Life
We help you eliminate debt while building wealth at the same time with our Debt Free 4 Life strategy—because every month you wait, you’re paying interest instead of building your future.
Senior Lifetime Income
We help seniors create GUARANTEED lifetime income streams—because relying on a volatile market in retirement is a risk you can’t afford to take.
Long Term Care Planning
We help you plan for Long-Term Care so you never have to fear the nursing home or fall victim to the Government Spend Down Program—because once it’s too late, your choices disappear.
Estate Planning
We help you protect your legacy with a professionally crafted revocable trust—delivered for thousands less than any attorney—because waiting could cost your family far more than just money.
Don't take our words for it, Hear from our clients
Dr. George Owens, DO.
"As a physician, I thought I had a solid handle on my finances—until The Money Exercise showed me what I was missing. Not only did they help me legally slash my tax burden, but they also introduced me to a strategy that’s already multiplied my money by more than 10X. This isn’t just financial planning—it’s next-level wealth building. I only wish I had found them sooner."
Maxwell Tanner, Esq.
"I’ve spent my career navigating complex legal and financial matters, but what The Money Exercise delivered was beyond anything I expected. They helped me significantly reduce my tax liability and repositioned that money into a strategy that’s already growing exponentially. It’s rare to find a team that understands both the numbers and the legacy you’re trying to build—these guys do."
Kim Wexler, MBA-HCM
"With an MBA in Healthcare Management, I thought I understood retirement planning—but The Money Exercise opened my eyes to a whole new level of strategy. They not only helped grow my retirement wealth faster than I imagined, but also built in protection against rising healthcare costs and inflation. For the first time, I feel truly confident about both my future lifestyle and my future care."
Billy Jackson, DBA.
"As a Doctor of Business Administration, I’ve always believed in structure, strategy, and legacy—and The Money Exercise delivered all three. They helped me set up a revocable trust that protects my family from probate, and their wealth strategies ensure my kids, grandkids, and even great-grandkids are financially secure. They managed my money with authority, precision, and purpose—I couldn’t ask for more."
