Breakthrough Coaching Sessions
A Breakthrough Session is a powerful, focused coaching experience designed to help you gain clarity, overcome obstacles, and create alignment between your values, actions, and habits. During the session, we dive deep into identifying what’s holding you back, uncovering your highest priorities, and crafting actionable steps to help you move toward your ideal life. It’s a transformative process that opens up new possibilities and sets the foundation for meaningful growth, purpose, and fulfillment.
Values Assessment
A powerful tool designed to help you uncover what truly matters most in your life. Understanding your core values is the foundation for living with clarity, purpose, and alignment, and this assessment will guide you through the process of identifying them.
Click Here to Identify YOUR Values
Overcoming Trauma or Limiting Beliefs
Childhood trauma? Abuse? Addiction? Whats holding you back from living a fulfilled life? What would be possible in your life if the things you previously had guilt, shame or blame about you now have love, appreciation and gratitude for?
Trust the process and enjoy the journey.
Click Here to Identify YOUR Values
Breakthrough
We will help you to dissolve the undissolved and discover lasting transformation in your life. Our science based process has proven over and over to show people the path to a fulfilled life.
Click Here to Identify YOUR Values
What does it take to build, grow, and protect your financial wealth?
Your financial journey is shaped by a variety of factors—your background, your family’s experiences, and the resources available to you along the way. These influences play a significant role in determining the level of financial literacy and empowerment you achieve in life. At Plouton Life, we recognize these complexities and are committed to bridging the gap between opportunity and knowledge. Being a fiduciary is central to our mission, but to us, it’s more than just a title—it’s a responsibility. It represents our unwavering commitment to act in your best interest, providing thoughtful, ethical, and informed guidance. Unfortunately, the term “fiduciary” has sometimes been reduced to a label that doesn’t always equate to genuine care or service. We hold ourselves to a higher standard, ensuring our duty of care is reflected in every interaction, decision, and recommendation we make. Financial literacy is a cause we’re deeply passionate about because it empowers people to take control of their future. We actively engage with our community to provide access to financial education and advice that is often reserved for the wealthiest 1%. To us, access to clear, reliable financial guidance is a basic human right—one that can transform lives and unlock opportunities for generations to come. Whether you’re focused on building wealth, protecting it, or growing it to create lasting impact, we are here to guide you with clarity, integrity, and purpose. Together, we’ll navigate the complexities of finance to help you achieve your vision of a meaningful and prosperous life.
There are ways with certain policies to turn your cash value into a guaranteed income stream for life while reducing or eliminating some of your stock market and longevity risk. If you play your cards right, the tax-free income reduces the risk of taxes going up in the future. They will still go up, but you will have tax-free income and avoid paying more (probably much more) taxes.
Forbes’Rich Person’s Roth’
“buy an annuity because it does what no other investment can do – provide guarantee lifetime income for the rest of your life no matter how long you live”
U.S. News17 Things You Need to Know About Annuities
“Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis”
Ernest and Young
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Estate planning for everyone…
The US legal system is expensive, but protecting your family shouldn’t be. Many people don’t have an estate plan because they can’t justify many hours of attorney fees.
We use a proprietary software to solve this problem; because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, our software makes it easy.
Easy: Built for you and meWe hate “legalese”. It is an un-needed barrier between you and your plan. We work in plain english, just like you! Follow a simple step by step interview with “pop-up help” to explain specific terms unique to estate planning. You don’t need any experience to build a plan customized to you! Fast: No more waitingYou could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions. You can print your completed plan as soon as you finish the interview, no waiting!
AffordableOur technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.
FlexibleOur documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.
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Income Tax Management
Investment Tax Strategies
Business Tax Optimization
Estate and Gift Tax Planning
Charitable Giving
Retirement Tax Planning
Tax Compliance and Updates
Tax Diversification
Utilizing credits or deductions
Proactive tax strategies are an essential part of having an efficient financial plan. From business structure, to understanding the deductions and credits you qualify for, to strategically planning withdrawals and liquidity from your retirement accounts, proper tax strategy can mean the difference of thousands even millions of dollars over your lifetime. Any financial plan that brings value to your portfolio must incorporate tax strategy otherwise you’re exposed to one of the biggest liabilities in your financial plan.
Keep more of what you’’ve earned and live the life you dream of and deserve.
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Breakthrough Coaching Sessions
A Breakthrough Session is a powerful, focused coaching experience designed to help you gain clarity, overcome obstacles, and create alignment between your values, actions, and habits. During the session, we dive deep into identifying what’s holding you back, uncovering your highest priorities, and crafting actionable steps to help you move toward your ideal life. It’s a transformative process that opens up new possibilities and sets the foundation for meaningful growth, purpose, and fulfillment.
Values Assessment
A powerful tool designed to help you uncover what truly matters most in your life. Understanding your core values is the foundation for living with clarity, purpose, and alignment, and this assessment will guide you through the process of identifying them.
Click Here to Identify YOUR Values
Overcoming Trauma or Limiting Beliefs
Childhood trauma? Abuse? Addiction? Whats holding you back from living a fulfilled life? What would be possible in your life if the things you previously had guilt, shame or blame about you now have love, appreciation and gratitude for?
Trust the process and enjoy the journey.
Click Here to Identify YOUR Values
Breakthrough
We will help you to dissolve the undissolved and discover lasting transformation in your life. Our science based process has proven over and over to show people the path to a fulfilled life.
Click Here to Identify YOUR Values
What does it take to build, grow, and protect your financial wealth?
Your financial journey is shaped by a variety of factors—your background, your family’s experiences, and the resources available to you along the way. These influences play a significant role in determining the level of financial literacy and empowerment you achieve in life. At Plouton Life, we recognize these complexities and are committed to bridging the gap between opportunity and knowledge. Being a fiduciary is central to our mission, but to us, it’s more than just a title—it’s a responsibility. It represents our unwavering commitment to act in your best interest, providing thoughtful, ethical, and informed guidance. Unfortunately, the term “fiduciary” has sometimes been reduced to a label that doesn’t always equate to genuine care or service. We hold ourselves to a higher standard, ensuring our duty of care is reflected in every interaction, decision, and recommendation we make. Financial literacy is a cause we’re deeply passionate about because it empowers people to take control of their future. We actively engage with our community to provide access to financial education and advice that is often reserved for the wealthiest 1%. To us, access to clear, reliable financial guidance is a basic human right—one that can transform lives and unlock opportunities for generations to come. Whether you’re focused on building wealth, protecting it, or growing it to create lasting impact, we are here to guide you with clarity, integrity, and purpose. Together, we’ll navigate the complexities of finance to help you achieve your vision of a meaningful and prosperous life.
There are ways with certain policies to turn your cash value into a guaranteed income stream for life while reducing or eliminating some of your stock market and longevity risk. If you play your cards right, the tax-free income reduces the risk of taxes going up in the future. They will still go up, but you will have tax-free income and avoid paying more (probably much more) taxes.
Forbes’Rich Person’s Roth’
“buy an annuity because it does what no other investment can do – provide guarantee lifetime income for the rest of your life no matter how long you live”
U.S. News17 Things You Need to Know About Annuities
“Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis”
Ernest and Young
Previous
Next
Estate planning for everyone…
The US legal system is expensive, but protecting your family shouldn’t be. Many people don’t have an estate plan because they can’t justify many hours of attorney fees.
We use a proprietary software to solve this problem; because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, our software makes it easy.
Easy: Built for you and meWe hate “legalese”. It is an un-needed barrier between you and your plan. We work in plain english, just like you! Follow a simple step by step interview with “pop-up help” to explain specific terms unique to estate planning. You don’t need any experience to build a plan customized to you! Fast: No more waitingYou could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions. You can print your completed plan as soon as you finish the interview, no waiting!
AffordableOur technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.
FlexibleOur documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.
Previous slide
Next slide