16930 E. Palisades Blvd, Fountain Hills, AZ 85268

602-497-0277

BrightAdvisor®

Accelerating Financial Success

PLANNING SESSION

Strategies to Accelerate
your Financial Success

Create and IncomeForever™ Plan and Experience Financial Freedom. 

Start My Plan
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INCOMEFOREVER™

LIFELONG RECURRING INCOME  

Achieving lifelong recurring income is not just a dream reserved for a select few; it's a reality that everyone can achieve with the right mindset, discipline, and action

MAXIMUM INCOME

UNDER 55 & SAVING FOR RETIREMENT

The notion of establishing a secure, tax-free, recurring income for your future retirement years is not a far-off aspiration, but a tangible reality within your reach

 

RETIREMENT OF YOUR DREAMS

55+ AND HEADING INTO RETIREMENT

 The idea of achieving a guaranteed, nearly risk-free retirement that is dependable, predictable, and reliable is not a distant dream but an attainable reality for everyone.

A GIFT FOR YOU ... 

 

Your Personal Financial Planning Website

Organize. Monitor. Collaborate


For the first time, you can organize all your financial accounts in one single place. (bank, credit card, auto loan, investment, etc)  You can plan your retirement, setup college funding, and monitor your weekly and monthly expenses.

 

Your Personal Financial Planning Website will be made available to you after your first IncomeForever™ plannins session.  Your BrightAdvisor® will help you set it up, enter your data, and create a plan you can access 24/7. 

 

  • Organizer - Connect all your accounts for consolidated view. 
  • Investments - Interactive performance charts and 'What-If' Analysis
  • Vault - Safely store your most important financial documents
  • Track Spending - Know how much you're spending, and where.
  • Budgeting Tools - Set budgets to help reach your savings tool. 
SEE MORE
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HOW WE CAN SERVE YOU

 

Bright Services 

 

Tax Savings Strategies 

 

BrightAdvisor® offers expert guidance on tax savings strategies, ensuring you utilize available loopholes for optimal wealth conservation.

 

Estate Planning

 

Secure your legacy with BrightAdvisor®. We provide comprehensive estate planning, encompassing trusts, wills, and power of attorney arrangements.

 

Investment Management

 

Enhance your portfolio's performance with BrightAdvisor®. We specialize in active trading and hedging techniques to safeguard against market downturns.

 

Financial Planning

 

Experience holistic financial planning with BrightAdvisor®. Our online portal provides round-the-clock insights, scenarios, and comprehensive financial reports.

 

Strategic & Leveraged Insurance

 

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

 

Fixed Income Annuities

 

BrightAdvisor®'s fixed indexed annuities ensure a steady retirement income, combining market-linked growth with security.

 

Crypto Plan & Strategy

 

Navigate the digital currency realm with BrightAdvisor®. We offer bespoke crypto portfolio designs and actionable insights.

 

Self Directing
Accounts & Strategies

 

BrightAdvisor® champions self-directed strategies, enabling tax-free growth and unparalleled control over your financial assets.

HOW DOES IT WORK

 

Three simple steps to grow wealthy

 

Embark on a transformative financial journey: solidify your foundation with IncomeForever™ planning, pivot towards income-centric investments, and embrace the disciplined habits of a Wealth Accumulator, charting a holistic path to enduring financial prosperity.

 

01

PLAN FOR SUCCESS 

 

Unlock your path to a prosperous future. Schedule an IncomeForever™ Planning Session with BrightAdvisor® today and take the pivotal step towards securing lifelong financial success. Don't wait—plan for success now!

02

INVEST FOR INCOME 

 

Shift your financial mindset! With BrightAdvisor®, prioritize investing for steady income instead of amassing a large nest egg. Dive into a strategy that centers consistent returns. Make the change—invest smarter, not just bigger.

 

03

BE A WEALTH ACCUMULATOR

 

Embrace your role as a Wealth Accumulator. With BrightAdvisor®, cultivate habits that drive financial growth. By meticulously following your tailored plan, you'll not only accumulate wealth but master its potential. Begin your transformative journey today!

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.

RESPONSIVE 100%
DEDICATED 100%
PROACTIVE 100%
BRIGHTADVISOR®

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®

Guess how we 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

FAQS

 

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.

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