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What we do

Turn Dollars

We make financial literacy simple to understand and apply — empowering individuals to have greater control of their own lives.

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Protect Your Wealth

We teach individuals, business owners, and employees how to protect their money from eroding away.

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Grow Your Wealth

Once protected, we teach you how to grow it enough so its working harder for you than you are for it.

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Create Generational Wealth

So that your hard work is beneficial to those you trust to move your legacy forward.

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Orca provides

Tailored to You

The secret to success is to own nothing, but control everything

Nelson Rockefeller

There is a myth in modern day America in that everyone wants to own everything they have. Ownership is even touted as something to aspire to. Own a house instead of renting. Own a business instead of being an employee. There’s even a lot of reverence for owning a car instead of leasing or financing it.

However, what most aren’t aware of is that there are clear liabilities of ownership.

The elite aren’t as concerned with ownership for this very reason, rather more interested in control. Restructuring your business & your family properly is one of the major keys to generating wealth.

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A sparrow flies away with a beak full of water. A river does not have any depletion of its water due to this. Similarly, one does not decrease his wealth by giving donations.

Kabir Das, a 15th-century Indian mystic poet and saint

Gratitude and charity can get you closer to leading a rich life. With so many different types of charitable entities that exist, there’s a particular type of entity which can not only serve the public good, but also has a huge legacy building component as well. We are talking about a private family foundation.

These powerful foundations can invest & grow assets tax free into perpetuity.

Structuring a foundation correctly could allow the opportunity to establish a permanent legacy for a family name as well as an asset protection plan superior to any corporate structure or offshore holding. One of the main things that we love to educate individuals on is about how to keep more money in their family and really win big for themselves. How does someone win 100% of the time if 40% or more of those wins are always taken away? It is critical to educate yourself on proper structures that allow you to do this.

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Rule #1: Never lose money. Rule #2: Never forget rule #1.

Warren Buffett

We educate people on where to place their money so that even if the markets tank, their family’s standard of living is not at risk. Typically banks pay less than 1% to their depositors while the banks themselves earn 8% or higher. What if you could also do that without any market risk?

What if you could establish your own private family bank?

Banks and corporations buy life insurance but these entities are perpetual in nature. Is there something they know which you may not? Most people place their money with banks but are banks really retirement institutions or are they lending institutions? What is FDIC all about and why should you care? In the financial industry, it boils down to this simple truth: Either you learn how to make money on your money or someone else will make money on it & take advantage of you.

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Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.

Judge Learned Hand

Why would someone pay a 10% penalty for accessing their money before a certain age? Why would someone choose to restrict themselves to only investing in certain offerings that are dictated by others? Why constrain spending on what the government deems as a qualified expense?

If you’re going to use a tax code, you might as well use a good one.

We educate people on where to place their money so that they have 100% control and flexibility on what they choose to do with it. IRS codes 401(k), 457, 403(b), 408, 529, & 223 are not the only six tax codes in the Internal Revenue Code. The entire tax code contains hundreds of code sections, thousands of pages, and millions of words. In fact, it continuously expands with every revision. Then there are IRS regulations & rulings in addition to that. Beyond those, there is case law covering court proceedings.

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