Business Advisory & Financial Paralegal Services
Your Experienced Authority on Complex Financial Matters
Empowering People & Business
with Structure, Financial Survival Tools
& Documents of Law
The best way to build something as valuable and intricate as your life, and your business,
is with a plan or blue print that comes with an experienced guide.
The VIP Insider provides exactly that with our trademarked platforms and tool kit.
Proven tools you still have time to use
When I was a VP with a National Wall Street Firm, we faced 18% interest rates
during the Ronald Reagan & Paul Volker years.
It was then I developed my first "financial tool kit" for my clients .
The near 0% interest rates of today have created devastatingly different problems.
99% America is kept in the dark about it (for Wall Street's reasons).
Now again I've found tools you must know how to use for this economy too.
It will not be pretty if you remain unaware of our economic situation and my tools.
I now have access to another specialty copyright trust - designed to safe guard your assets
from forced Medicaid Spend down rules.
You've worked hard to get your stuff & now you can protect it!
Empowerment Platform™ #1 for Estate Owners, Executives
and Owners of Valuable Possessions
The Private Client Special Access Platform™
This is a game changer for your family lifestyle!
Our platform takes you way beyond successful survival
by including the most powerful legal document ever created,
the proprietary IRC 643 Spendthrift Trust.
Our platform guides you step by step, sharing common strategies of the 1%, for the wealthy,
so you can live more comfortably than you ever thought possible!
Just this one element of our platform assures your path to preserving your family's possessions
for generations to come, without typical income tax intrusions,
without estate re-distribution costs, delays, interruptions or disputes.
It's your personal pathway to enhancing your finances and promoting your thriving lifestyle.
It's not that new. In its current form it originated in the mid 1950's at Harvard Law.
You'll get ahead and share socially, gain love, acceptance and increase your status
while protecting and growing your possessions.
If you so choose this "lifestyle in luxury" platform, it can literally facilitate developing a new family culture,
fitting in the conceptual realm of family office networks.
Your choice of living (accommodations and locations), and methods of travel and transportation can expand as you wish. Those usual after tax expenses become recharacterized into net
expense accounting, placing most of your lifestyle into a paid for, pre-tax category...
and speaking of taxes (federal income taxes) - you may chose to defer them indefinitely
because the trust operates on IRS Rule 643 and is embedded in the trust copyright.
Capital gain taxes are non-existent as well when accounting for trust corpus transactions.
My team's Enrolled Agents and Attorneys efficiently guide you - each year
and even file your trust's 1041 tax returns for you.
The trust also provides "Titanium Vault" protection for your assets in trust:
*No invasion of trust assets from Financial Predators and Creditors,
*No IRS Liens and Divorce Settlement Disputes relative to trust assets,
*No Court Turnover Orders of irrevocable trust assets, and much more.
You do not own the assets in trust; You control them. Properly arranged, the simple yet absolute
separation of ownership of assets away - from human beings to this specialized irrevocable trust entity,
gives rise to the above statements.
The key is the trust powers given in writing to the trustee(s), and the trustee(s) relationship with a grantor.
This is the pinnacle of financial privacy too. The Ultimate platform to legally embrace protection for your possessions while providing immense income tax, capital gain tax and estate tax benefits.
You can continue to guard and manage what you may now already own, and then build on that as a trustee manager and protector and develop/promote an impressive family culture all at the same time.
Empowerment Platform™ #2 for Business Owners
The Special Purpose Fund Platform™
How to build a $100,000,000 + business.
Move your company up the next step to Explosive Growth.
J. Paul Getty did it, Andrew William Mellon did it, and John D. Rockefeller did it like this too, in the oil business. In fact he coined the phrase "Own nothing, but control everything” which is the principle constructive element of the proprietary IRC 643 Spendthrift Trust plank on your platform.
Enjoy all of the game changer benefits of Platform ™ #1 plus...
*It can double profits without increasing sales and more
*It seals in sound management practice
*It saves 92% on life & crital care insurance
*It provides Titanium Vault asset protection
*It promotes retirement and exit planning
*It provides seamless family business leadership transitions
*It provides measurable tax free income for retirement
*It provides measurable tax free income for any use
*It omits Capital Gains accounting therefore no CG tax
*It saves at least 90% on federal taxes and much more
Business owners actually look forward to next year's tax season!
My team of Attorneys, Enrolled Agents and I are here
because we see things differently...
We exist because your regular "business advice & affairs tipsters" should not be misguiding you.
By the very nature of how they are commonly taught to guide you, they are ripping you off.
They don't mean to but they are missing information you really need to know.
No worries! We have that information and want you to have it too!
Did you ever hear of the power of trust law to operate your business or family affairs, from any of them?
Or more likely... did you just hear business advice from them
saying to run your business as an LLC or S-Corp?
Or, [I've heard this]: "hey, about keeping your assets safe and ah, about your asset protection plan -
don't forget to "up" your insurance".
Thanks for visiting my site. Please check back frequently.
I know you will want to because 99% of my visitors have never heard of the elements (planks) on my platform.
I appreciate your interest in my ever changing & awesome content.
Great foundations in law can create great culture and culture trumps strategy every time.
Ultra successful business owners value employees well beyond "employment". When valued personally, employees become advocates of, by and for the company. The best branded companies develop their own "culture" and culture plus strategy in business is an awesome combination.
Just think how much more culture you could promote by keeping 50% more money "in house"
by integrating your business affairs with IRC 643?
Why listen to me? Click through the link above to our YouTube Channel.
Then click the "about" button at top of this page and see if my experience, paid forward, may help you.
Don't let your 2020 tax filing season look like a re-run movie, with stale popcorn!
You can have the discretion to make - or not to make - income tax payments.
Our Enrolled Agents and CPA's will help you decide that, PLUS we'll shield your assets
from creditors, predators, IRS Liens and other encroachments,
ALL AT THE SAME TIME!
Here's the scoop.
We have access to this Proprietary Spendthrift Trust, with copyright protection.
There an estimated 31,000 similar trusts in use as of 2019.
It's a Specialty Spendthrift Trust with 6 specific elements.
It operates on IRC 643 written specifically for these types of
Family and Business Trusts.
The secret sauce is in how it's put together. Hence the copyright.
Best of all, It's easy to integrate a trust into your family plans
using our step by step, Trademarked Platform.
Ask me how right now!
Shoot me a question about this or
any other Estate Conservation matter while you're thinking about it. Also ask for a personal invitation to a "Private Access Society" where members gain access to valuable Insider Information
for which The VIP Insider was organized to share.
Just click here: [email protected]
We're your guide to protecting your possessions - and deferring your taxes - FOR LIFE
I invite other financial and legal professionals to connect with me.
I am authorized to introduce qualified professional practices to my distributor.
You will attract and keep accredited investor type clients for life (as we do).
What our clients are saying
“I first met Rob West in 2006 when I attended a financial seminar to increase my own financial knowledge. We spoke and I asked if he would be available to speak with several of my clients who were struggling with advanced financial questions. Of the many people I met while trying to find help for my contacts, Rob was the only professional who truly spent time and energy to understand and help these people versus simply trying to sell them a different financial product. As an expert regarding our money system and a recognized authority regarding banking and complex financial strategies, Rob is a frequent guest on radio and talk shows.”
Minister, Counselor, Author of The View from 13F & Co-founder and Owner of RME Advisors, LLC, a financial education company founded in 2007
I have had the privilege of knowing and working with Rob West as both
a very close friend, and business associate for about 10 years! I will
summarize in two words my experienced opinion of Rob West: INTEGRITY & COMPETANCY!!..…. E.G. You can Totally Trust Rob’s Impeccable Honesty & Complete Knowledge in his chosen area of expertise!.....Jack Dahlen
Jack Dahlen, CEO
Former National Marketing Director for Zig Ziglar
Dahlen Enterprises LTD
New Braunfels, Texas
“I have known, Rob West for seven years. I have done several successful deals with him.
I respect him for his integrity, business acumen and his compassion for success and helping others to achieve their goals. Rob has also been a mentor to me in personal business affairs.
I am excited about his new business project and am excited for him and my family as well.”
Retired CEO Mortgage Banker
Los Angeles, California
I have had the pleasure of knowing and working with Rob since 2015 and consider him to be a trusted and knowledgeable resource for a variety of business issues . During this period of time, we’ve worked on a number of projects from financial planning to company start-up capital raises. Rob has always performed effectively and with integrity. He has a unique talent for providing clarity to the coaching process in which he engages his clients. I am confident that you will find Rob to be an excellent resource for many of your business needs.
Wealth Strategies, LLC
Rob and I have known each other for more than a decade and have had numerous occasions to discuss financial matters, both business and personal. My experience with Rob is that his business acumen and knowledge is at a high level and quite unique in some circumstances, particularly with intricate, complex estate subjects like trusts and wills. Further, his structural and financial action advice proves to be practical and quite worthwhile.
Steve Gillette, Denver, Colorado
Experienced "C" level Officer & Investment Banker
Partner, CirrusVIP, LLC
Managing Partner Cirrus Advisors, LLC
Partner, Gillette Realty Group, LLC
I wanted to thank you for inviting me to the meeting last night. That was a great group of people there. I continually glanced through the room during your presentation and everyone was so tuned in and intrigued by your every word. I believe this trust can truly change the lives of many, many good people. I am sure Belinda and John have lots of referrals for you in the future.
I believe you may have a couple years worth of business to take care of just with that group. I am sure they will have lots and lots more questions, however I am sure the lawyers at the firm will satisfy their concerns.
Since I have known you over 10 years now, I have always looked up to your knowledge of the world and you always opened my mind up to thinking outside the box when it comes to how the world truly operates. 99.9% of humans have no clue on how they are used by the economic systems of the Rothchild's etc.
Owner and President of Goodwin & Associates