No matter where you are on your journey toward the American Dream, the Trifecta gives you a simple framework you can start with and build on over time.
The Trifecta is a three-part system:
1. The Foundation (Legacy)
This starts with a revocable living trust. It’s the base of everything. Your trust is where ownership flows, where clarity lives, and where your legacy is protected.
2. Operations (Income Engine)
This is how you pay the bills. It might include:
• A side hustle or LLC
• An S corporation
• A W-2 job (or two in a marriage)
This side produces ordinary income, which is taxed at the highest rates. Everything flows down into your trust and your 1040, just like water flowing downhill.
3. Assets (Wealth Building)
This is where money starts working while you sleep.
Examples include:
• Rental properties in an LLC
• Roth IRAs and 401(k)s
• Health Savings Accounts
This side focuses on passive income, tax efficiency, and long-term wealth.
When these three parts are properly connected, they form the same structure the wealthy use to build, protect, and pass on their wealth. The Trifecta isn’t complicated—it’s intentional. And it works whether you’re just starting out or scaling up.
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