WELCOME
Helping high net-worth individuals reduce taxes, protect assets, and build guaranteed income streams without risking it all in the market.
WELCOME
WELCOME
Helping high net-worth individuals reduce taxes, protect assets, and build guaranteed income streams without risking it all in the market.
ABOUT ME
Built for Protecting Serious Wealth With Over a Decade of Proven Results.
Grace Lopez has 10+ years in advanced financial strategy, Grace helps high-income earners minimize taxes, protect assets, and create sustainable, tax-advantaged income. She brings proven execution to business owners, professionals, and retirees ready for structured, future-focused planning not market speculation.
THE FINANCIAL PROBLEM
Where Most Financial Plans Fall Short
These are the risks most high earners overlook until they cost them everything they work for.
You’re Giving Too Much to the IRS
Without a proactive tax strategy, you’re losing thousands to the IRS through missed deductions, untapped Roth conversions, and underutilized executive bonuses.
Your Market Exposure Is a Liability
One market downturn could erase years of growth and without protection, your retirement isn’t secure, it’s at risk.
You Don’t Have a Tax-Free Retirement Plan
If your plan doesn’t include tax-free income streams, you’ll spend retirement giving more away than you get to keep.
HOW TO FIX IT
The Strategic Fix Most Financial Plans Ignore
❌ Problem: Your retirement is tied to the market—with no guarantees.
❌ Problem: You’re exposed to unnecessary risk—and your assets aren’t protected.
❌ Problem: Your legacy could be taxed, delayed, or lost in probate.
❌ Problem: Your rollover strategy lacks clarity and tax-efficiency.
❌ Problem: Your current plan is generic and outdated.
✅ Solution: Tax-Advantaged Income Planning
✅ Solution: Asset Protection & Risk Management
✅ Solution: Legacy & Wealth Transfer Planning
✅ Solution: High-Efficiency Rollovers & Retirement Conversions
✅ Solution: Custom Strategy Design & Ongoing Review
WHAT WE OFFER
Custom Wealth Strategies for Long-Term Security, Growth, and Legacy
Tax-Advantaged Planning: Strategies designed to create predictable, sustainable income in retirement—without relying solely on the market.
Asset Protection & Risk Management: Minimize exposure with guaranteed vehicles that preserve principal and eliminate unnecessary risk.
Infinite Banking: Create a personal banking system, allowing you to control your finances, cut out third parties, and become your own source of capital.
Premium Financing: Build a tax-free future without using your own funds for premiums, freeing up capital for investments or other purposes.
Legacy & Wealth Transfer Planning: Ensure your wealth moves to your heirs not the IRS, with structured, tax-efficient estate strategies.
High-Efficiency Rollovers & Retirement Conversions: Turn your 401(k) or IRA into a long-term, tax optimized asset without sacrificing control or liquidity, & Finally divorce the IRS.
Custom Strategy Design & Ongoing Review: No cookie-cutter plans. Your wealth deserves ongoing attention, tailored design, and real strategy that evolves with your life.
Design your future. Don’t let the market decide it.
Clients Turn to Grace When Their Financial Decisions Can’t Afford to Be Wrong
Working with Grace Lopez was a game changer for my real estate brokerage.
She identified smart, legal ways to reduce my tax burden and helped me redirect those savings into a tax free focused retirement strategy. I now have a clear plan for building tax-free income in retirement, and i couldn't be more grateful for her expertise and straightforward guidance! Working with Grace has given me confidence and peace of mind that my wealth and my family’s future are fully protected.”
-Sal Kabir
I’m genuinely grateful for Grace’s knowledge and expertise.
As a busy physician, I was watching my 401(k) swing with the market and worrying about the taxes waiting for me in my tax-deferred account. Grace Lopez stepped in with a clear plan that protected my savings from market volatility and moved my money into a tax-free account without my principal being affected. The process was smooth, transparent, and tailored to my goals.
For the first time in years, I feel confident and at peace about my financial future.
- Ryan Reyes
WE'VE WORKED WITH
AND SO MANY MORE!
Take the Next Step With Grace Lopez
You’ve worked hard to get here. Let’s make sure your money works just as hard for you.
Schedule a 1:1 call with Grace to review your current plan, uncover new opportunities, and get personalized clarity on how to protect, grow, and transfer your wealth intentionally.