Financial Planning Introduction
Our philosophy is that you should take the “least amount of risk to reach your financial goals” (it sounds simple but few take this approach).
What are your investment goals? Even better, have you sat down with someone to lay out your investment goals? Most people have not. Most people simply put their money in the stock market and hope that they chose the right stocks in their E-Trade account or 401(k)/IRA or that their “money manager” is doing a good job for them.
How have you done with your investment portfolio over the last 5, 10, 20 years?
Would you have been happy over the last 10-20 years with a 6-8% guaranteed rate of return on an accumulated value that would be used to pay you a guaranteed lifetime income you could never outlive? Most people would say yes. If you are interested in learning how to grow your wealth in this guaranteed manner, please click here.
No downside risk and tax-free growth and withdrawals
If you had money in the stock market over the last 10+ years, the chances it went backward 46% from 2000-2002 and 59% from 2007-March of 2009 is significant.
Our firm specializes in using wealth-building tools that mitigate or eliminate risk and allow your money to grow tax free and be removed tax free when you are ready for retirement. To learn how you can grow wealth with the least amount of risk and in a tax-free manner, please click here.
- Estate Planning
- Finacial Planning
- Tax Planning
It is our hope and belief that many people surfing this website will truly be amazed at what they read/view. If you find what your read/view interesting or intriguing and would like to find out how our firm would use the tools covered to help you grow your wealth with the least amount of risk to reach your retirement, tax, and estate-planning goals, please e-mail [email protected] to request more information or to set up an appointment.