Best Sell­ing Author Pro­vides Solu­tions For Asset Growth and Pro­tec­tion

Work­ing With A Wide Dis­tri­b­u­tion Net­work of Ser­vice Rep­re­sen­ta­tives,
The Wis­con­sin Based Entre­pre­neur Jace T McDon­ald Facil­i­tates Finan­cial Inde­pen­dence
Via Alter­na­tive Wealth Options And Tax Free Solu­tions

Jace T Mc DonaldGrow­ing up in the coun­try out­side of Madi­son, Wis­con­sin, Jace T McDon­ald was nine years old when he start­ed work­ing for one of the largest dairy farm oper­a­tions in the state. He rode his bike past oth­er small­er farms to spend his days doing even the most menial tasks—a sev­er­al year stretch which instilled in him a pow­er­ful life­long work eth­ic and under­stand­ing of how hard peo­ple toil to achieve their finan­cial goals.

Decades lat­er, after 17 years of run­ning a suc­cess­ful con­tract­ing busi­ness with over 100 employ­ees at our peak, Jace T McDonald’s desire to help hard work­ing peo­ple achieve finan­cial inde­pen­dence and a retire­ment marked by true peace of mind led him to take a huge leap of faith and change careers. Immers­ing him­self in an exten­sive edu­ca­tion­al process with top finan­cial ser­vice providers across the coun­try, he real­ized there was a huge need for small busi­ness
own­ers like him­self to learn about alter­na­tive wealth prod­ucts (as opposed to tra­di­tion­al stock mar­ket prod­ucts) for pro­tect­ing and grow­ing wealth.

After years of own­ing and run­ning a suc­cess­ful busi­ness, he can sum up the dri­ving force behind his com­pa­ny, Asset Growth and Pro­tec­tion, with a sim­ple ques­tion: If there’s a bet­ter way to do some­thing, would you rather know the first day or the last?

Since launch­ing the firm in 2009, Jace T McDon­ald—work­ing with a pow­er­ful and grow­ing dis­tri­b­u­tion net­work of finan­cial ser­vice providers across the U.S. – has helped thou­sands of indi­vid­u­als and soon to be retirees achieve peace of mind in their retire­ment. The major­i­ty of his clients are or were suc­cess­ful small busi­ness own­ers, rang­ing from doc­tors and den­tists to ranch­ers and farm­ers. Pro­vid­ing a pow­er­ful turnkey solu­tion, his ever-grow­ing firm is focused on grow­ing its clients’ dol­lars and pro­tect­ing them from los­ing prin­ci­pal and lia­bil­i­ty using self-direct­ed accounts.

Asset Growth and Pro­tec­tion cur­rent­ly has three offices—in Oxford, Adams and Ash­land, Wis­con­sin.

Dri­ven by each client’s indi­vid­ual response to the ques­tion, “Is your mon­ey work­ing as hard as you are or did before retire­ment?” Jace T McDon­ald and his staff are ded­i­cat­ed to edu­cat­ing them through­out the process—opening up low cost, low tax or tax-free alter­na­tives they were pos­si­bly pre­vi­ous­ly unaware of.

He offers com­par­isons between what a client has been doing with their mon­ey the last 10, 20 or 30 years and what they can achieve via the alter­na­tive vehi­cles he offers based on cur­rent eco­nom­ic con­di­tions. Asset Growth and Pro­tec­tion will con­struct two finan­cial roadmaps to com­pare and con­trast. One fore­casts where the client’s mon­ey will be years into the future based on their cur­rent finan­cial plans. The oth­er is Jace T McDonald’s alter­na­tive plan fea­tur­ing unique safe­ty nets fea­tur­ing no prin­ci­pal loss­es tied with tax free options—a cru­cial fea­ture at a time when the major­i­ty of peo­ple and indus­try experts believe tax­es are only going to go up.

We show them tax free and alter­na­tive safe options to get them where they want to be,” Jace T McDon­ald says. “Everyone’s goals are dif­fer­ent, so we ask a lot of ques­tions, and once we see where their needs fall, we can design a turnkey solu­tion plan draw­ing on the resources and exper­tise of our net­work of ser­vice providers. I’ve found through­out my years of research and run­ning Asset Growth and Pro­tec­tion that most busi­ness own­ers and entre­pre­neurs lack finan­cial peace of mind—not because they are not work­ing hard enough, but because they have the wrong vehi­cles to earn prop­er­ly.

Most of Amer­i­ca,” he adds, “is stuck in the stock mar­ket and not aware they may qual­i­fy for using pro­grams that banks use to make mon­ey!” In a chap­ter that Jace T McDon­ald is con­tribut­ing to an anthol­o­gy called The Soul of Suc­cess (fea­tur­ing oth­er top entre­pre­neur­ial tal­ents), he details the three things that his clients want: 1) safe­ty and pro­tec­tion; 2) tax ben­e­fits; 3) max­i­mum earn­ings with­out risk­ing safe­ty and pro­tec­tion. “Our clien­tele wants to take the turnkey approach we offer and the self-direct­ing option, mean­ing essen­tial­ly they are in charge of every­thing, includ­ing such items as self-direct IRAs,” he says.

Jace T McDon­ald makes the unique acknowl­edge­ment that he will nev­er get to meet in per­son the peo­ple who will ulti­mate­ly ben­e­fit most from the plans he helps structure—the heirs of his clients, the spous­es, chil­dren and grand­chil­dren who will ben­e­fit from the finan­cial lega­cy his clients will leave behind. To accom­plish impor­tant things, and to expand the edu­ca­tion process for these clients, he draws on the exper­tise of many of his out­side spe­cial­ty providers.

He works with one of the U.S.’s Top 10 nation­al trust com­pa­nies, and sev­er­al top inter­na­tion­al com­pa­nies in a vari­ety of oth­er areas insur­ance ser­vices, attor­neys and para­le­gals who do trust and asset pro­tec­tion. . The firm also pro­vides tax-free retire­ment options that can boost a client’s retire­ment dol­lars tax-free year after year, ide­al for chil­dren and grand­kids.

Trusts are very detailed, cov­er­ing such areas as wills and health care pow­er of attor­ney,” Jace T McDon­ald says, “so it’s cru­cial that our clients work only with the best providers in this area to make sure they’re done prop­er­ly and have the options the deserve.”

A great advan­tage to work­ing with Asset Growth and Pro­tec­tion is the vol­ume scale dis­counts they offer on this wide array of services—due to Jace T McDonald’s rela­tion­ship with these providers and the vol­ume of clients he brings to them. He explains that if a small busi­ness own­er or retiree calls one of these com­pa­nies direct­ly to engage their ser­vices, it might cost $1,500, but if they do it through Asset Growth and Pro­tec­tion, the same ser­vice might only cost $125—translating to huge sav­ings, and anoth­er way to ensure asset pro­tec­tion and afford­abil­i­ty.

Being a one stop shop solu­tion, with a wide reach that now extends inter­na­tion­al­ly through our provider dis­tri­b­u­tion net­work, is what makes us unique in pro­vid­ing alter­na­tive ways of asset man­age­ment and pro­tec­tion,” he says. “The gen­er­al approach peo­ple take is piece­meal, where they go to their stock­bro­ker to help them buy stocks, and then go to attor­neys or para­le­gals to help them with trusts. But when it comes to doing trusts, many pro­fes­sion­als are not aware of new options for pro­vid­ing the big pic­ture of asset pro­tec­tion that we do. We’re the facil­i­ta­tor of ser­vices, so instead of hav­ing a sep­a­rate firm tak­ing care of your trusts, stocks and oth­er finan­cial con­cerns, we show you how to pro­tect those assets with low cost solu­tions.

I’ve found that most small busi­ness­es don’t bud­get for these kinds of ser­vices, so when they encounter our low cost pay­ment options to help them accom­plish their goals, they’re very excit­ed and grate­ful,” Jace T McDon­ald adds. “It’s also impor­tant to say that our clients go through a strong screen­ing process so that we make sure we’re a good match for their needs. Asset Growth and Pro­tec­tion is any­thing but a one size fits all enter­prise, and on occa­sion there are peo­ple who come to us that we don’t feel we can help.”

One group of peo­ple that Jace T McDon­ald has a par­tic­u­lar heart for is Native Amer­i­cans. A descen­dant of the Bad Riv­er Ojib­wa tribe through his mother’s side of the fam­i­ly, he cre­at­ed the Trib­al Ini­tia­tive to help pro­vide tribes access to insti­tu­tion­al pro­grams that pro­vide jobs, edu­ca­tion, pro­tect funds and earn absolute gains. The Ini­tia­tive assists all sov­er­eign Native Amer­i­can nations through­out the U.S. and world with edu­ca­tion, health­care, 401(k) plans, hous­ing and enter­prise pro­grams and oth­er rev­enue boosts. On a ded­i­cat­ed web­site, Jace T McDon­ald and his team of experts share their mis­sion to assist tribes for such no cost ser­vices as sav­ing trib­al funds from unnec­es­sary costs; cre­at­ing jobs and rev­enue; secur­ing trib­al sov­er­eign­ty through edu­ca­tion; and access to insti­tu­tion­al pro­grams.

Tribes around the coun­try have expressed the need for jobs and addi­tion­al rev­enue, and one of the things we offer at Asset Growth and Pro­tec­tion as an ele­ment of our over­all busi­ness is help­ing pro­vide those as a niche ser­vice,” he says. “Mem­bers of these tribes have the same needs as the busi­ness own­ers and retirees we work with – more rev­enue and a need to pro­tect what they’ve worked hard for. We put pack­ages togeth­er for tribes to enable them to access these in depth pro­grams. As with all the ser­vices we offer our gen­er­al clien­tele, the Trib­al Ini­tia­tive pro­gram is a turnkey solu­tion tied around these plat­forms.”

For Jace T McDon­ald, some of most excit­ing aspects of run­ning Asset Growth and Pro­tec­tion are the facts that the firm is not restrict­ed by state or nation­al bound­aries and has thus blos­somed into a tru­ly inter­na­tion­al ser­vice provider—and the fact that his ros­ter of ser­vice agents is expand­ing dai­ly. As an exam­ple, dur­ing one week at the end of April 2015, while he was out of town at a con­fer­ence, a dozen new ser­vice agents came on board. They are assist­ed by the staff of Asset Growth and Pro­tec­tion from the firm’s four cur­rent office loca­tions.

In the book chap­ter, Jace T McDon­ald tells a trou­bling sto­ry that illus­trates the val­ue of the firm’s asset pro­tec­tion services—and why he is so pas­sion­ate about pro­vid­ing these — in a pow­er­ful way. He men­tions receiv­ing a call from a young lady whose father died. She men­tioned that her father, who died unex­pect­ed­ly at only 71, had spo­ken high­ly of Jace T McDon­ald, and she won­dered if her father had tak­en the time to do what he had rec­om­mend­ed. Sad­ly the answer was no – and Jace T McDon­ald had to tell her that he did not pro­tect his assets.

The ensu­ing issues as a result were a large pro­bate expense and los­ing mon­ey based on the fluc­tu­at­ing mar­ket and unpro­tect­ed assets. Jace T McDon­ald explains that when he reached out to the man months before his death, he had lost over $500,000—and he had lost even more in the month before he passed away. Jace T McDon­ald fears that it was the stress that killed him.

This very sad sto­ry about a won­der­ful man I had the oppor­tu­ni­ty to meet real­ly moti­vates me to tell as many peo­ple as pos­si­ble about the val­ue of check­ing into bet­ter options for their assets,” he says. “I can’t make every­one lis­ten, but when they meet me they’ll know why they’re so impor­tant. My favorite part of this busi­ness is get­ting to work with won­der­ful peo­ple that I choose to work with. It’s a bless­ing to be able to choose your cus­tomers and the team you enjoy work­ing with. I’m here to make a dif­fer­ence and lead an amaz­ing team that changes people’s lives. God has blessed us to assist oth­ers and we are tru­ly thank­ful for the oppor­tu­ni­ty to do so each day.”