16930 E. Palisades Blvd, Fountain Hills, AZ 85268

602-497-0277

BrightAdvisor®

Accelerating Financial Success

PLANNING SESSION

Strategies to Accelerate
your Financial Success

Create your IncomeForever™ Plan and Experience Financial Freedom. 

Start My Plan
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HOW WE CAN SERVE YOU

 

Bright Services 

 

Tax Savings &
Loophole Strategies 

 

Learn how to offset W2 and large Capital Gains in the current year. 
BrightAdvisor® offers specialized guidance to help you minimize your taxes & keep more of your wealth.  

 

LEARN HOW TO SAVE ON TAXES

 

Active Portfolio Management

 

Your IRA and ROTH can be actively traded without incuring short-term capital gains. We actively trade retirement accounts and seek to outperform the market. 

 

SCHEDULE PORTFOLIO REVIEW MEETING

 

Strategic & Leveraged Life Insurance

 

BrightAdvisor® pioneers in strategic life insurance solutions, including premium financing, self-banking, and innovative hyper-funding strategies.

 

SCHEDULE PLANNING SESSION

 

BrightCrypto™
Buying Plan & Strategy

 

Navigate the digital currency realm with confidence. We offer modern crypto portfolio designs, bitcoin buying strategies, and Bitcon under management.  

 

LEARN MORE ABOUT CRYPTO SERVICES

Dedicated to your financial succeess ... 

 

Why Choose BrightAdvisor®?

 

We are more than just a financial advisory firm; we are a movement dedicated to transforming lives and empowering the financial futures of millions. By choosing BrightAdvisor®, you join a community of individuals who are committed to building a brighter future, not only for themselves but also for generations to come.

TESTIMONIALS

 

What our Clients say About us

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Matt Higgins

Unicoin Ltd. representative

 

The assistance I receive every time I have a question is fantastic, the representatives are always ready to help me, this is a strong point! Thank you for everything you do for me.

 

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Flora Wilson

Unicoin Ltd. representative

 

I found out about this company only a month ago, and I fell in love with their products right away. See you at World Business Expo.

 

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Alisha Carlton

Marketing Manager

 

 

My business is in a good hands thanks to the work of this company. I am glad that my friend recommended these services.

 

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Phil Smith

Entrepreneur

 

 

Need a financial consultant? The company will find the specialist that will become your best friend and solve your problem at the shortest terms.

 

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Eric Jameson

Business Owner

 

 

I am profoundly impressed by the customer service. As for the product, It is beautiful, fast and suits all of my business company needs.

 

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Sandra Brian

Entrepreneur

 

 

Can say about these guys only good words. It has been a pleasure working with them creating the strategy for my company and even some more things.

 

OUR SENIOR PARTNER TEAM

 

Leading our Mission to
Financially Empower America. 

SCOTT MCLAINE

Managing Partner

BrightAdvisor®

Certified Tax Advisor

Certified MPI Advisor

PORTER SHUMWAY

Senior Partner

BrightAgent™ 
Certified Tax Advisor
Certified MPI Advisor

JASON BERGQUIST

Senior Partner

BrightAgent™

Certified MPI Advisor

Certified Financial Fiduciary CFF®

How BrightAdvisor® can help your business ...

 

Retirement Plans, Max Funded Solo 401(k)s, Capital Gains Tax Savings Strategies, Elimination of FICA•

Employee Financial Workshops, Defered Compensation Programs, Keyman Deferred Comp & Golden Parachute

REQUEST A CALLBACK

FREQUENT QUESTIONS

 

You Ask, We Answer

DOES IT COST MONEY TO MEET WITH A BRIGHTADVISOR®

No, there is no charge to meet with a BrightAdvisor® or BrightAgent™. Your IncomeForever™ planning session is complementary.  You have 45 minutes dedicated to answering your questions and updating your financial planning website.

IS THERE A COST FOR MY FINANCIAL PLANNING WEBSITE?
IS BRIGHTADVISOR® A FIDCUIARY?
HOW SHOULD I INVEST MY MONEY?

Begin with the foundational BrightMethod™, ensuring Level 1 is fortified with emergency reserves. Focus next on generating sufficient retirement income to manage future bills. Channel surplus funds into BrightAdvisor's actively traded portfolios. Conclude your investment pyramid by allocating 20-30% of your portfolio to Crypto and other Risk-On Assets. Trust in BrightAdvisor's strategy for a balanced financial future.

easy!

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THE BRIGHT METHOD™
INCOME FOREVER
MAXIMUM INCOME™
RETIREMENT OF YOUR DREAMS™
THE BRIGHT METHOD™

A modern way of achieving financial freedom

 

The BrightMethod™

The BrightMethod™ is a comprehensive and systematic approach to planning your IncomeForever™ financial future. By following our three-stage process, you can establish a solid foundation, actively trade your portfolios, and explore high-risk, high-reward investments to optimize your financial journey.

 

We encourage you to adopt the BrightMethod™ and work with our team of expert advisors to build a financial plan tailored to your needs and goals. Together, we can help you achieve financial stability and independence, paving the way for a secure and comfortable retirement.

PLANNING SESSION
INCOME FOREVER
MAXIMUM INCOME™
RETIREMENT OF YOUR DREAMS™