-Bernard Baruch
Falling
Apples
Conventional
Financial
Thinking
Following
The Crowd
Blindly
Things We
Do Without
Asking …”Why?”
Newton Asked
Why & Changed
The World
What if YOU asked “Why” ……with your approach to money?
What if by asking “Why”…….
you found out that having money in the wrong spot could cost you and your family as much as $272,000 in benefits…………….. you‘ve already paid for?
you gave yourself the freedom to not care about any tax increases in the future?
you were to discover you may need less money than you think you need to retire?
The first step to asking “Why” is using
“The Map”.
The Higher Retirement Cash Flow Road Map
Case Studies
Case studies are hypothetical and do not represent real clients.
New Ways to Fund A Dream Adventure
Expectations Vs. Reality
Which Retirement Is Best?