Alternative Investments


We educate our clients on how to earn contractually-fixed double-digit annual returns through various alternative investment vehicles. Our provider companies have a proven track record, having never missed an interest payment and always returning 100% of clients' principal at maturity.


What Are Alternative Investment Opportunities?


Alternative investments offer a way to diversify your portfolio beyond traditional stocks and bonds. These investments can provide higher returns and additional benefits that conventional investments may not offer. Our tailored alternative investment options are designed to meet the diverse needs of our clients, whether you’re looking for stable cash flow, tax benefits, or customized solutions for high-net-worth individuals.


Key Alternative Investment Options:


  • Cash Flow Options:  These investments have an 18-month term and are secured by title and UCC filing, ensuring the safety of your principal. They are eligible for qualified plans such as IRAs, Roth IRAs, and Solo 401(k)s. Unlike securities or REITs, you do not need to be an accredited or sophisticated investor to participate.


  • Diversified Debt Fund:  With terms of 18 months or more, this option provides proportionate ownership in the fund, secured by the fund’s assets. It offers monthly cash flow and is also eligible for qualified plans. Both accredited investors and a limited number of sophisticated investors are welcome to participate.


  • Customized Solutions:  Tailored for higher-net-worth clients and accredited investors, these solutions include both debt and equity options with short and medium terms. They offer accelerated depreciation and tax benefits, along with monthly and quarterly cash flow options. These investments are eligible for qualified plans, making them a versatile addition to your portfolio.


Benefits of Alternative Investment Opportunities:


  • Fixed Double-Digit Returns: Secure contractually-fixed double-digit annual returns, providing a reliable income stream.
  • Diverse Investment Options: Choose from various investment vehicles tailored to meet your financial goals and risk tolerance.
  • Qualified Plan Eligibility: Invest using your IRA, Roth IRA, or Solo 401(k), maximizing your tax-advantaged growth.
  • Proven Track Record: Trust in our provider companies' history of never missing an interest payment and always returning 100% of the principal at maturity.
  • Accessible to All Investors: Options available for both accredited and non-accredited investors, ensuring everyone has the opportunity to benefit from these high-yield investments.


We are committed to providing our clients with innovative and high-yield investment opportunities. Our expert team is here to guide you through the process, ensuring you make informed decisions that align with your financial goals.


Contact us today to learn more about how our alternative investment opportunities can help you achieve contractually-fixed double-digit returns and secure your financial future.

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OUR MISSION

Our mission is to empower individuals, families, and business owners to secure their financial futures with confidence. We are dedicated to providing personalized, comprehensive financial solutions that address each client's unique needs and goals. Through our commitment to integrity, innovation, and excellence, we strive to reduce financial risks, optimize tax strategies, and ensure reliable income streams for a stable and prosperous future. Our ultimate goal is to help our clients achieve peace of mind and financial independence, allowing them to focus on what truly matters in life.

Why Choose Us?

For over 25 years, JP has been committed to helping clients reach their financial and retirement goals. Our expertise in risk management is key to creating a secure and confident future. By crafting customized retirement income strategies, we work to minimize financial risks and build a reliable retirement income. With our personalized service and comprehensive approach, we offer the clarity and solutions you need. Explore your options with us today—your future is ready!

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