SAFE & SOUND FINANCIAL SOLUTIONS

Your long term financial success depends on many factors.  The Wall Street Wizards will focus on "diversifcation" so that your wealth won't take a major hit if a particular segment suffers a major "correction."  But what if you could protect and perserve what you have now, never subjecting it to market losses yet participating in the upside of the market, and then when you need it, you can take the money out tax free during your retirement years? 

 

We think this strategy of preserving your wealth so that it's never subject to loss, building it with competitive returns and receiving it tax free instead of sharing your wealth with the government (as you would do with an IRA or 401k), is an excellent financial strategy that equates to financial success.

 

We are dedicated to helping people create and preserve wealth. We take a personalized approach in assisting clients with selecting the right financial strategies to suit a client's individual needs.

 

Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.  We work with families and retirees to put a plan in action that will ensure that their nest eggs are protected and that they have guaranteed tax-free income that they will never outlive by implementing unique and proven solutions and strategies.

 

We also provide estate planning services and we are associated with the Estate Planning Source to guide you in create family living trusts, wills and medical powers of attorney instructions.

There are 3 types of money that comprise your circle of wealth:

 

• Lifestyle Dollars – the dollars that you are spending to maintain your current standard of living. Where you live, eat, vacation, etc.

• Accumulated Dollars – represents the amount of money you currently have invested and are currently saving.

• Transferred Dollars – represents the money you may be transferring away unknowingly and unnecessarily      

 

Most finacial planners focus on Lifestyle Dollars, wanting you to reduce your lifestyle (fewer vacations, fewer dinners out, etc.) and to redirect those saved dollars into investments to increase Accumulated Dollars.  But who wants to reduce their current lifestyle?

 

We are unique in that we focus on Transferred Dollars -- money being throw down the drain -- and bring that back into your circle of wealth. Then YOU decide where it goes -- to more vacations, a new car, or to invest it for your future.