Retirement planning strategies

for what really matters

We provide the clarity for your overall retirement strategy

What's important to you?

Family. Health. Faith. Financial Security.

Inspiration to Implementation

We are a low risk retirement planning firm who serves families who are looking for a safe and tax efficient retirement plan.

The private client company

RETIREMENT PLANNING strategies On

safe and secure, LifeTime Cash flow Strategies

eliminate market losses, and protection your retire income

comprehensive Estate Planning and Family Legacy Strategies

THRIVE DURING RETIREMENT Event

You attend the life-changing live or online Thrive during retirement workshop.

The first step in the Thrive During Retirement Process is to attend our life-changing web or live presentation, where you will learn how to maximize your assets, reduce your taxes, and increase your net spendable retirement cash flow creating more certainty for your retirement.

Custom Dynamic Evaluation, the secure online Application

Complete your secure online dynamic evaluation and receive your financial grade.

We invite you to do this via our fast and simple secure online process over the web or on a mobile device.

Custom present position strategy discussion

We create various strategies for you and your family so that you may reach your overall short-term and long-term overall financial goals safer, with greater liquidity and a guaranteed lifetime cash flow that you can not outlive. You will leave the online meeting with the four answers to your most important financial questions.

Future position Implementation Experience

Our team will submit your custom retirement strategy application(s) into the unique process with the appropriate providers.

Once submitted, the robust propietary operations process is initiated, and weekly progress calls get planned and executed.

The Thrive during retirement Future position

This is the collaboration process with The Private Client Company to explore and finalize your strategy, its products and services, and its vision.

This is where education meets implementation, once approved and paperwork is completed, funds are transferred directly to the financial institution. *No check or payment of any kind is ever allowed or transmitted to any member of The Private Client Company.

Long Term relationship is Kicked off

Congratulations, your Future financial position begins.

At each anniversary of your retirement strategy, you are invited to meet securely and privately online with a member of The Private Client Company to assess your strategy and evaluate its annual performance. We will discuss the progress and make any adjustments required or necessary.

Case Study/Testimonial

“I have worked with Jim and his team several times. They are thorough, extremely knowledgeable, and have helped me see my future financial position with clarity and equanimity.!” Thank you.

-AJ- ID

“Everyone is friendly and helpful, prompt and great communication. Never felt like we were less important than someone else they were working with at the same time” I was able to recover of 2.M of my money that I was transferring away unknowingly and unnecessarily to the tax-man and my mortgage company..

-Jessica- WA

"Jim and the team are my trusted financial strategists, not only to us but our whole family and tons of friends. We ALWAYS refer them when the topic of retirement planning comes up."

-JoAnn-CA

Jim R. Stryker

Wealth Protection and Guaranteed Income Specialist

The Private Client company

For more than 25 years, Jim has helped thousands of clients achieve a more abundant life through safe and sound principles, innovative strategies, and impassioned dedication to what he calls the proven Thrive During Retirement True Wealth Process.

Disclaimer: Jim Stryker is not a registered investment advisor for the offering or sale of securities nor to provide investment advice.

The information on this website is for general use and, while we strongly believe the information is highly reliable and extremely accurate, it is important to remember individual situations may be entirely different. Therefore, information should be relied upon only when coordinated with professional tax and financial advice. You must take into account your health and your legacy goals.

Neither the information presented, or any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any insurance or securities products and services.

The information provided is not intended as tax or legal advice and may not be relied on for the purposes of avoiding any Federal or State tax. The Master’s of Wealth Team, and Jim Stryker personally and individually and/or his employees or representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax and legal counsel.

The Private Client Company is proud to be one of the premier Index Universal Life distribution teams in the country. The Private Client Company trains their clients, agents, and advisors on how to use IUL effectively and correctly to help themselves and their clients achieve something only 5% of Americans have—the choice for when Employment Becomes Optional, (EBO) financial independence. Financial independence is having enough money and/or cash-flow to not ever have to worry about employment. So why do only 5% of Americans ever achieve that goal?

They are following rules of money that were designed not to work. At The Private Client Company our mission is to educate and teach financial literacy and get results.