You have worked hard in your career, and you should be proud of what you’ve accomplished. The income that comes with what you have achieved entitles you to these additional financial strategies and the concierge services that come along with them. You have been sought after by many in the financial services industry to implement “their” planning strategies and have been told that they are “the best” for you. What we have found is, one cannot make a fully educated decision until you become fully educated. Most in the financial services industry do NOT give you the full education, as it relates to wealth accumulation. We will share with you how you can contribute a limitless amount towards your future retirement funds because traditional retirement plans limit what you can contribute. We utilize an educational process that offers up a full education, but the decision to take action is yours. If you choose to take action, for the betterment of your financial future, we will partner with your employer to implement these exclusive plan(s).
Asset Preservation Plans are financial strategies that prepare you and your family for the What-if’s and protect and preserve the wealth that you’ve built. There are 2 financial unknowns that are out of our control, that will derail one’s wealth; the unknown of federal and state income taxes, a health event that will cause you to need care, prevent you from working or cause you to pass away. These scenarios will ultimately derail one’s financial situation and (more importantly) their family and future as well.