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The Research and Exper­i­men­ta­tion Tax Cred­it

Retrieve the mon­ey you over­paid by learn­ing about these busi­ness tax incen­tives.

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Trusts to Pro­tect your Assets from the Med­ic­aid spend down.

For less then the cost of 2 weeks in a nurs­ing home for you and or your spouse,  you can have the prop­er doc­u­ments to off­set the high cost of care.
What a bless­ing there is only 3 options, to pay for care, what option are you choos­ing?
  • 1. Use your assets to pay for your care.

  • 2. Buy expen­sive long term care insur­ance,  if you qual­i­fy health care wise and off­set the high deductible costs with your sav­ings.
  • 3. Have the prop­er doc­u­men­ta­tion in place to off­set care costs and qual­i­fy you to access the tax­es you paid for med­ic­aid tax dol­lars to cov­er the cost.
Are you on of the 7 out of 10 that will need long term care?
What are you doing to pass on your lega­cy,  with ease,  avoid the high cost of pro­bate?
How to keep your fam­i­ly safe when a Pan­dem­ic hits,  are you pre­pared?
Are you an insur­ance agent that would like to share this type of infor­ma­tion with your clients to pro­tect them.  We have solu­tions to help you pro­tect your clients.  Afford­able solu­tions for pro­vid­ing for assist­ed and nurs­ing home care for you and or your spouse with SAFE Guard trusts.
Get your free infor­ma­tion pack­age, call (608) 403‑7008.
To sched­ule a ques­tion ses­sion, call today, if you are an insur­ance agent let us speak to you about edu­ca­tion for your clients to pro­tect their loved ones.
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Safe and Pro­tect­ed Finan­cial Alter­na­tives

Build­ing Finan­cial Inde­pen­dence

Our finan­cial alter­na­tives are in asset growth and pro­tec­tion. We offer investors suc­cess­ful tools to grow assets with safe­ty and pro­tec­tion in mind.

We are a lit­tle dif­fer­ent than a lot of “finan­cial” busi­ness­es and that sets us apart. We’re not quite a finan­cial busi­ness. We work with a diverse set of clients, from fam­i­lies to indi­vid­u­als, busi­ness­es to retirees, you name it. We work with peo­ple from all over the US, and inter­na­tion­al­ly. We have agents all over. Our main focus is asset pro­tec­tion. It real­ly is an alter­na­tive approach to wealth man­age­ment. Do you trust the pro­tec­tion and assets banks use to make their mon­ey safe! Of course. And why would­n’t you do the same.

If there was a bet­ter way to do some­thing? Would you rather know the first day or the last?

  • Asset Growth and Pro­tec­tion is the key to your suc­cess.

  • Grow assets the best you can with safe­ty and pro­tec­tion in mind to not lose what you have worked so hard for.

  • Is your mon­ey work­ing as hard as you are or did before retire­ment?

New Book Release: How Fast Do You Want Your Mon­ey?

Busi­ness own­ers are miss­ing out on tax cred­its, tax incen­tives, and tax sav­ings. As a small busi­ness own­er, these could make the dif­fer­ence between your sur­vival or demise dur­ing these tough times. This is not just for big busi­ness. We not only help busi­ness own­ers, but baby boomers, retirees, and peo­ple who want to retire some­day.

We did­n’t plan to be tax cred­it experts; we fell into this via a series of acci­dents. We are blessed we have solu­tions that will for­ev­er change your finan­cial out­come and that of your chil­dren and your chil­dren’s chil­dren. Please keep an open mind as you learn of this priv­i­leged infor­ma­tion, most have nev­er heard of many of the things men­tioned in this book.

Buy On Ama­zon
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New Book Release: How Fast Do You Want Your Mon­ey?

Busi­ness own­ers are miss­ing out on tax cred­its, tax incen­tives, and tax sav­ings. As a small busi­ness own­er, these could make the dif­fer­ence between your sur­vival or demise dur­ing these tough times. This is not just for big busi­ness. We not only help busi­ness own­ers, but baby boomers, retirees, and peo­ple who want to retire some­day.

We did­n’t plan to be tax cred­it experts; we fell into this via a series of acci­dents. We are blessed we have solu­tions that will for­ev­er change your finan­cial out­come and that of your chil­dren and your chil­dren’s chil­dren. Please keep an open mind as you learn of this priv­i­leged infor­ma­tion, most have nev­er heard of many of the things men­tioned in this book.

Buy On Ama­zon
Free E‑Book

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Shar­ing A Bet­ter Way

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Earn Mon­ey Like The Bankers

Tes­ti­mo­ni­als

Etta Burns. Trea­sur­er Bad Riv­er Band of Lake Supe­ri­or Tribe of Chippe­wa.

We were giv­en the oppor­tu­ni­ty to invest in First Posi­tion Mort­gages and since then, we’ve nev­er seen such a return on our peo­ple’s mon­ey then recent­ly with the invest­ment vehi­cle pre­sent­ed by JT. McDon­ald.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:29:54+00:00
We were giv­en the oppor­tu­ni­ty to invest in First Posi­tion Mort­gages and since then, we’ve nev­er seen such a return on our peo­ple’s mon­ey then recent­ly with the invest­ment vehi­cle pre­sent­ed by JT. McDon­ald.

Adams Com­fort Liv­ing. Assist­ed Care Homes.

If you are look­ing for an easy, sim­ple, earn­ings tool First Posi­tion Com­mer­cial Mort­gages are it. We like the month­ly earn­ings we can count on each month, so will you.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:37:53+00:00
If you are look­ing for an easy, sim­ple, earn­ings tool First Posi­tion Com­mer­cial Mort­gages are it. We like the month­ly earn­ings we can count on each month, so will you.

Mr. Jose. Ramah Chap­ter Chair­man, Nava­jo Indi­an Tribe.

Our funds have nev­er earned this good and I have got­ten my checks on time. Thank you for tak­ing the time to come vis­it and speak with my tribe on using our set­tle­ment funds to earn for future gen­er­a­tions. We appre­ci­ate the edu­ca­tion JT. McDon­ald has giv­en us and the time away from him fam­i­ly to help ours.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:31:04+00:00
Our funds have nev­er earned this good and I have got­ten my checks on time. Thank you for tak­ing the time to come vis­it and speak with my tribe on using our set­tle­ment funds to earn for future gen­er­a­tions. We appre­ci­ate the edu­ca­tion JT. McDon­ald has giv­en us and the time away from him fam­i­ly to help ours.

JT. McDon­ald. Bad Riv­er Chippe­wa Lake Supe­ri­or Band.

Con­grats and thank you goes out to Ramah Chap­ter Nava­jo, for their suc­cess in get­ting the Ramah nation­al set­tle­ment funds to help all tribes. Their vision to earn on these funds for future gen­er­a­tions is a bless­ing we are hon­ored to be a part of. Help­ing add over $10,000 a month in added rev­enue, paid month­ly is a true bless­ing to Indi­an Coun­try. What’s your banker pay­ing your tribe each month on your funds?


Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T16:07:23+00:00
Con­grats and thank you goes out to Ramah Chap­ter Nava­jo, for their suc­cess in get­ting the Ramah nation­al set­tle­ment funds to help all tribes. Their vision to earn on these funds for future gen­er­a­tions is a bless­ing we are hon­ored to be a part of. Help­ing add over $10,000 a month in added rev­enue, paid month­ly is a true bless­ing to Indi­an Coun­try. What’s your banker pay­ing your tribe each month on your funds?

Pete Viater. Supe­ri­or Finan­cial, Ash­land, WI

For­mer Bank Pres­i­dent Pete Viater has worked bank­ing over 35 years and believes this knowl­edge of Bridge Plan month­ly earn­ings will pro­tect baby boomers, retirees and Indi­an Coun­try from fees and the Wall Street roller­coast­er most can­not afford to be on. Pro­tect your finan­cial future for your chil­dren and grand­chil­dren with a bet­ter, safer way to grow your mon­ey. Are you earn­ing over 5% and paid month­ly on your funds?

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:28:46+00:00
For­mer Bank Pres­i­dent Pete Viater has worked bank­ing over 35 years and believes this knowl­edge of Bridge Plan month­ly earn­ings will pro­tect baby boomers, retirees and Indi­an Coun­try from fees and the Wall Street roller­coast­er most can­not afford to be on. Pro­tect your finan­cial future for your chil­dren and grand­chil­dren with a bet­ter, safer way to grow your mon­ey. Are you earn­ing over 5% and paid month­ly on your funds?

Cat­tle Farmer. Cat­tle Farmer, WI.

I must final­ly give this a try, I am not earn­ing month­ly income checks now. My hus­band has passed and I used to have him deal with this stuff. Its nice to have a sim­ple pro­gram that pays me month­ly and I can renew after 12 months, if I wish to. No added costs or fees. Thank you.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:32:03+00:00
I must final­ly give this a try, I am not earn­ing month­ly income checks now. My hus­band has passed and I used to have him deal with this stuff. Its nice to have a sim­ple pro­gram that pays me month­ly and I can renew after 12 months, if I wish to. No added costs or fees. Thank you.

JT. McDon­ald. Bad Riv­er Chippe­wa Trib­al Mem­ber.

 As a Bad Riv­er trib­al cit­i­zen, I am proud to know that my coun­cil took the time to see how earn­ing more on our funds, like the banks do could help our tribe. Cut­ting out the mid­dle­man and earn­ing more on our dol­lars has been a huge bless­ing to my tribe. After stop­ping in and ask­ing our account­ing depart­ment how things were going with pro­gram, the response was great, paid on time, each and every month. What a bless­ing to know that not only are over 25,000 oth­ers are using this pro­gram and get­ting paid each month, but we are too!!!!!! How could this help your tribe or retire­ment income for your future gen­er­a­tions?

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:33:21+00:00
 As a Bad Riv­er trib­al cit­i­zen, I am proud to know that my coun­cil took the time to see how earn­ing more on our funds, like the banks do could help our tribe. Cut­ting out the mid­dle­man and earn­ing more on our dol­lars has been a huge bless­ing to my tribe. After stop­ping in and ask­ing our account­ing depart­ment how things were going with pro­gram, the response was great, paid on time, each and every month. What a bless­ing to know that not only are over 25,000 oth­ers are using this pro­gram and get­ting paid each month, but we are too!!!!!! How could this help your tribe or retire­ment income for your future gen­er­a­tions?

Dairy Farmer. Dairy Farmer Reeds­burg, WI

Wow this pro­gram pays me so good, I now have to think, do I want to place mon­ey in expan­sion and maybe earn a low 2% to 4% after costs, when I can earn over 5% on my funds with no added effort. This is great news for farm­ers earn­ing very lit­tle with the low milk prices.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:29:10+00:00
Wow this pro­gram pays me so good, I now have to think, do I want to place mon­ey in expan­sion and maybe earn a low 2% to 4% after costs, when I can earn over 5% on my funds with no added effort. This is great news for farm­ers earn­ing very lit­tle with the low milk prices.

Retired Sher­iff. Sher­if­f’s Depart­ment Dou­glas Coun­ty, WI

After using the bank and bro­ker­age firms to hold my mon­ey I was earn­ing very lit­tle. I decid­ed to do a check and see if I could earn more with First Posi­tion Mort­gages and I went from earn­ing about $200 a year after fees to about $1,700 a month and no added fees. I am very hap­py with my month­ly earn­ing checks.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:33:55+00:00
After using the bank and bro­ker­age firms to hold my mon­ey I was earn­ing very lit­tle. I decid­ed to do a check and see if I could earn more with First Posi­tion Mort­gages and I went from earn­ing about $200 a year after fees to about $1,700 a month and no added fees. I am very hap­py with my month­ly earn­ing checks.

Retiree. Pub­lic Ser­vice Com­mis­sion for WI.

If there is a bet­ter way to do some­thing, would you rather know the first day or the last? This is the best sim­ple earn­ings pro­gram I have found in my retire­ment years to earn month­ly income on my funds with no added man­age­ment fees eat­ing away at my funds. NO stock mar­ket risk and roller coast­er, I like know­ing what I’ll earn each month, every month.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:37:07+00:00
If there is a bet­ter way to do some­thing, would you rather know the first day or the last? This is the best sim­ple earn­ings pro­gram I have found in my retire­ment years to earn month­ly income on my funds with no added man­age­ment fees eat­ing away at my funds. NO stock mar­ket risk and roller coast­er, I like know­ing what I’ll earn each month, every month.

Retired Farmer. Retired Farmer Stan­ley, WI.

I was earn­ing next to noth­ing at the local bank. Now I get a check every month. I am excit­ed to go to the mail­box and get my check. It’s even more fun to go cash it each month at the bank. Now I feel my mon­ey is work­ing for me, as hard as I worked to earn it all those years.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T17:35:29+00:00
I was earn­ing next to noth­ing at the local bank. Now I get a check every month. I am excit­ed to go to the mail­box and get my check. It’s even more fun to go cash it each month at the bank. Now I feel my mon­ey is work­ing for me, as hard as I worked to earn it all those years.

Bad Riv­er Chippe­wa.

The Bad Riv­er Chippe­wa in north­ern Wis­con­sin have been blessed to find and use the bridge plan pro­gram. Our past pro­gram was earn­ing us about $5600 a year and we were able to go into a plan pro­vid­ing 100% secured funds vs 10% and now earn clos­er to $20,000 a month. This is a huge bless­ing and the trib­al com­mu­ni­ty mem­bers are proud to be know their funds are safe and earn­ing like the banks do on their funds. Bad Riv­er Chippe­wa was able to cut out the mid­dle­man banker and earn just under $450,000 over 18 months vs under $15,000 with the banks pay­ing us less than 1% vs the over 6% on the same funds. Thank you Trib­al Ini­tia­tive for your efforts in help­ing the Bad Riv­er Chippe­wa.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:35:14+00:00
The Bad Riv­er Chippe­wa in north­ern Wis­con­sin have been blessed to find and use the bridge plan pro­gram. Our past pro­gram was earn­ing us about $5600 a year and we were able to go into a plan pro­vid­ing 100% secured funds vs 10% and now earn clos­er to $20,000 a month. This is a huge bless­ing and the trib­al com­mu­ni­ty mem­bers are proud to be know their funds are safe and earn­ing like the banks do on their funds. Bad Riv­er Chippe­wa was able to cut out the mid­dle­man banker and earn just under $450,000 over 18 months vs under $15,000 with the banks pay­ing us less than 1% vs the over 6% on the same funds. Thank you Trib­al Ini­tia­tive for your efforts in help­ing the Bad Riv­er Chippe­wa.

Bon­nie the Grand­ma. Retired Wal­mart work­er.

This pro­gram is ide­al, my son loves it, I no longer work the 3 part times jobs I had up till age 81 and now I earn 3x the income, paid each month for my extra spend­ing cash. This is such a bless­ing, thank you so much for tak­ing the time with me and my son to under­stand a bet­ter, sim­ple way to earn on my funds with less fees.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T18:28:01+00:00
This pro­gram is ide­al, my son loves it, I no longer work the 3 part times jobs I had up till age 81 and now I earn 3x the income, paid each month for my extra spend­ing cash. This is such a bless­ing, thank you so much for tak­ing the time with me and my son to under­stand a bet­ter, sim­ple way to earn on my funds with less fees.

Chap­ter Pres­i­dent David Jose

Thank you team at tribalinitiative.com. You have trav­eled to Nava­jo Coun­try New Mex­i­co over the past year to edu­cate our coun­cil and our trib­al com­mu­ni­ty. We know the Ramah Set­tle­ment can now be used to earn more rev­enue for our Chap­ter here at Ramah with­out spend­ing it. We are thank­ful for your time to come here and assist us in high­er earn­ings. Your pro­gram offered us access to whole­sale earn­ings like the banks do with their mon­ey. Safe and Sim­ple to keep us Sov­er­eign.

Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als
2017–01-31T16:17:31+00:00
Thank you team at tribalinitiative.com. You have trav­eled to Nava­jo Coun­try New Mex­i­co over the past year to edu­cate our coun­cil and our trib­al com­mu­ni­ty. We know the Ramah Set­tle­ment can now be used to earn more rev­enue for our Chap­ter here at Ramah with­out spend­ing it. We are thank­ful for your time to come here and assist us in high­er earn­ings. Your pro­gram offered us access to whole­sale earn­ings like the banks do with their mon­ey. Safe and Sim­ple to keep us Sov­er­eign.
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Asset Growth and Pro­tec­tion Tes­ti­mo­ni­als

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