WEALTH PLANNING
Because Life Doesn’t Start At Retirement
Accumulating For The Future
While Living For Today
Types of Wealth We Make Efficient
Lifestyle Wealth
Lifestyle Wealth is.....
the money that we use to pay our bills and to do the things we enjoy. Too many people are asked to sacrifice today in order to enjoy a tomorrow that may never come.
Accumulated Wealth
Accumulated Wealth is.....
Money that has been set aside to never be touched until one retires. Too many opportunities are lost due to lack of liquidity.
Transfer Wealth
Transfer Wealth is.....
Money that is unknowingly and unnecessarily being sent to others in the form of high fees, costly interest rates and unnecessary taxes. Too many people are not aware of the implications this has on their future.
Efficiency Provides Liquidity, Use and Control
There are too many “Memories, Opportunities and Events” we deserve to experience BEFORE age 65.
Memories
- Treasured Family Vacations
- A Teen's First Car
- Taking Time To Care For A Loved One
Opportunities
- Seizing Upon A Business Opportunity
- Hiking The Appalachian Trail
- Learning To Paint In Paris
Events
- Paying For Your Daughters' Wedding
- Funding A College Education
- Your First Grandchild's Nursery
Live. Life. Now.
The Higher Retirement Cash Flow Road Map