Strategies to Accelerate
your Financial Success

Create your IncomeForever™ Plan and Experience Financial Freedom.

Start My Plan

HOW WE CAN SERVE YOU

Bright Services

Tax Savings &
Loophole Strategies

Learn how to offset W2 and large Capital Gains in the current year.
BrightAdvisor^® offers specialized guidance to help you minimize your taxes & keep more of your wealth.

LEARN HOW TO SAVE ON TAXES

Active Portfolio Management

^{Your IRA and ROTH can be actively traded without incuring short-term capital gains. We actively trade retirement accounts and seek to outperform the market.}

SCHEDULE PORTFOLIO REVIEW MEETING

Strategic & Leveraged Life Insurance

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

SCHEDULE PLANNING SESSION

BrightCrypto™
Buying Plan & Strategy

Navigate the digital currency realm with confidence. We offer modern crypto portfolio designs, bitcoin buying strategies, and Bitcon under management.

LEARN MORE ABOUT CRYPTO SERVICES

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.

"It's not what you make ..
it's what you do with what you make."

~ SCOTT MCLAINE, Managing Partner
Host of the BrightWealth® Show

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^®

How BrightAdvisor® 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

FREQUENT QUESTIONS

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?

No, there is no cost for your financial planning website. Setting up your website, reviewing your plan, and giving you access is our way of serving our community.

IS BRIGHTADVISOR® A FIDCUIARY?

Yes, BrightAdvisor^® is a fiduciary.
All investment advisors registered with the U.S. Securities and Exchange Commission (SEC) or a state securities regulator must act as fiduciaries.

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.

PLANNING SESSION

INCOME FOREVER

12 Steps to Achieving Recuring, Lifelong Income

IncomeForever™

by SCOTT MCLAINE, Managing Partner

Achieving the IncomeForever™ lifestyle requires strategic planning, disciplined investing, and a commitment to lifelong learning. It is not just about saving enough money for retirement but generating a recurring lifelong income that can cover your expenses and allow you to enjoy your golden years. Retirement of Your Dreams™ is the goal. If you are 55+ then you have to work with what you have at this moment and take action immediately to ensure you can have IncomeForever™

In this guide, we'll provide a twelve-step roadmap to help you achieve these financial goals.

DOWNLOAD

PLANNING SESSION

MAXIMUM INCOME™

Maximize Your Retirement Income Safely

Maximum Income™

by PORTER SHUMWAY and SCOTT MCLAINE

Don't let apprehension or uncertainty impede your journey towards a brighter financial future. The potency of the Maximum Income™ strategies, coupled with personalized planning sessions with a BrightAdvisor®, can chart your path towards financial independence.

Act now and start laying the groundwork for the prosperous retirement lifestyle you envision, living confidently with the lifestyle you've dreamed of.

DOWNLOAD

PLANNING SESSION

RETIREMENT OF YOUR DREAMS™

A Bright Pathway for those over 55 and Retiring Soon

Retirement
of Your Dreams™

by JASON BERGQUIST and SCOTT MCLAINE

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. With the right mindset, discipline, and actions, you can transform your financial future as you move into your golden years.

One of the greatest feelings in life is knowing that everything is going to be OK. Money won’t solve all of life’s challenges, but it sure makes you feel great knowing that you have enough income every month to pay for your bills and lifestyle.

DOWNLOAD

PLANNING SESSION

Strategies to Accelerateyour Financial Success

Bright Services

Tax Savings &Loophole Strategies

Active Portfolio Management

Strategic & Leveraged Life Insurance

BrightCrypto™Buying Plan & Strategy

Why Choose BrightAdvisor®?

"It's not what you make ..it's what you do with what you make."

Leading our Mission toFinancially Empower America.

SCOTT MCLAINE

PORTER SHUMWAY

JASON BERGQUIST

How BrightAdvisor® can help your business ...

You Ask, We Answer

Subscribe to the latest Bright News

The BrightMethod™

IncomeForever™

Maximum Income™

Retirementof Your Dreams™

Strategies to Accelerate
your Financial Success

Tax Savings &
Loophole Strategies

BrightCrypto™
Buying Plan & Strategy

Why Choose BrightAdvisor^®?

"It's not what you make ..
it's what you do with what you make."

Leading our Mission to
Financially Empower America.

Retirement
of Your Dreams™