AD Wood Consulting — Retire 20 Years Earlier

Early Retirement For Millennial Power Couples

Retire 20 Years Earlier Without Changing Lifestyle

Designed for dual‑income couples earning $150k or more per year who value tax efficiency, liquidity, and control. If you feel like you've tried it all, you're tired of paying taxes, and you need a clear path to creating the lifestyle you desire with your family, this is built for you.

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Educational content. Not financial, tax, or legal advice. See disclosures below.

Current Problems

Tax Drain

You’re earning well but losing too much to taxes. You want smarter, compliant structures that keep more of what you make.

Volatility Fatigue

You’re done letting market swings dictate your future. You want growth without panic.

Advisor Distrust

You prefer transparent guidance, not product pushing. You want a system you understand and control.

The Triple‑Advantage Strategy

A carefully optimized, maximum‑funded IUL design for early retirement. Structured for liquidity, protection, and tax efficiency when suitable and properly implemented.

1) Growth Without Market Losses

Index-linked growth with downside protection guaranteed. The goal: compound cash calmly instead of riding crashes

2) Become Your Own Bank

Use dollars in two places at once without sacrificing gains. Maintain your account growth while leveraging liquidity for opportunities & expenses.

3) Tax‑Advantaged Income & Transfer

Engineered for tax-free income in retirement and tax-efficient wealth transfer under U.S. tax law. Your policy structure matters.

Couples Win Bigger

Six‑figure households typically unlock stronger cash flow options and faster timelines. An aligned household can triple the power.

Disclosures: Features vary by carrier and product. Appropriateness depends on suitability, underwriting, costs, and proper design. No outcome is guaranteed; always review carrier documents and consult with your tax/legal advisors.

Why Work With Alijah

Active Index‑Lock Management

Ongoing monitoring to capture attractive gains using proprietary index-lock features. Clients receive proactive check-ins and clear recommendations.

Transparent, Client‑First Design

Policies are built for maximum‑efficiency. We waive our built-in commission to make your policy cheaper and to eliminate any conflicts of interest.

Clarity Over Jargon

Straight talk, plain‑English visuals, and a written 20‑Year Early Retirement Blueprint so you always know the plan.

What You’ll Walk Away With

  • A personalized 20‑Year Early Retirement Blueprint
  • Maximum-efficiency IUL design & setup
  • Full service index‑lock monitoring to maximize your gains
  • White-glove, consistent service after the sale with proactive check-ins
  • Exclusive access to our company partners (qualifications vary)
  • Zero-commission model to keep YOUR dollars working for you, not your agent
  • Simple tools: cash‑flow sheet, IUL Simulator, + more
Read FAQs

Smart Questions, Straight Answers

Why haven’t I heard about this before?

Because proper design and management are work. Many advisors sell and step away. This approach emphasizes design quality, education, and ongoing monitoring.

Will my money still grow if I access it?

When structured correctly with eligible products, interest continues to grow on your full value while you access liquidity. Mechanics vary by carriers/products.

Is this only for wealthy people?

It’s best for high earners (often dual‑income households). Suitability and underwriting apply. We review fit transparently before any commitment.

Faith Driven?

Yes. Values matter. Our goal is to serve people with such a level of excellency that they know it is God calling the shots.

This page is educational. Product availability, features, and underwriting may change.

Ready to design your early retirement?

If you’re a dual‑income couple or high‑earning Millennial ready to keep more, stress less, and build faster, let’s map your path.


© 2025 AD Wood Consulting. Educational, not financial/tax advice. Features vary by carrier; suitability required.