Build Wealth.
Keep More.
Leave a Legacy.
Strats
Follow the path
Welcome to LiteStrats
Leverage, Income, Tax, & Estate Strategies
Cut tax obligations & turn tax expenses into a lifelong asset
Leverage tax savings by storing
in a banking policy
in a banking policy
Integrate attorney-backed tax
reduction asset strategies
reduction asset strategies
Accountant Tax Strategy Review:
Last Three Years + Coming Year
Last Three Years + Coming Year
Leverage insurance contracts to create a private banking system
Reposition cash flow & liquidity to
protect & grow tax-free
protect & grow tax-free
Use Other People’s Money (OPM) while
your dollars compound
your dollars compound
Turn debt & expenses into a
lifetime asset
lifetime asset
A wealth transfer that strengthens every generation
Centralize & grow assets in a dynasty
trust as a family banking system
trust as a family banking system
Reinvest inheritance into banking
policies insuring beneficiaries
policies insuring beneficiaries
Grow wealth that benefits generations
for hundreds of years
for hundreds of years
Meet the Team
Meet the Team
expert financial strategists dedicated to simplifying wealth strategies for everyday people.
get to know us
RM
Rick MacDonnell
Client Relationship Manager
Rick MacDonnell
builder, founder, father of five. passionate about investing and helping families build financial security through honest conversation.
RR
Ryan Richardson
ceo financial strategist
Ryan Richardson
dynamic leader with degrees in finance, economics, and entrepreneurship. known for critical thinking and creative solutions in retirement planning.
IL
Ian Leonard
financial strategist
Ian Leonard
certified chef turned mpi® advisor. guides clients in understanding compound interest and money efficiency. father of jace and jordan.