What separates us from all the other advisors?
Our approach to saving is different - We believe that long term retirement planning success requires a strategy that provides competitive growth, but also eliminates the possibility of losses.
Most plans today share a common theme - they expose your money to Market Risk, Fees & Commissions and Taxes.
I refer to these as the 3 Wealth Killers. We have to eliminate them, or at the very least, neutralize them. Left unchecked these wealth killers will take more than half of your retirement savings during your lifetime.
Next, we promote the use of Leverage - Most of us are not saving enough. We’re trying to maintain a lifestyle in our working years that just doesn’t allow us to save more.
Leverage allows you to supplement your retirement contributions with a lenders money… With No Interest Payments, No Loan Documents, No Credit Checks and No Personal Guarantees. It has the potential to provide you with 60%-100% more income than funding on your own.
The lender provides up to 3 dollars for every dollar you put into the plan?
When it’s time to withdraw, you access this money Tax-Free!
I invite you to learn more about our unique approach to retirement planning by scheduling a free consultation. There’s nothing to buy during the call. We’ll spend 15 minutes discussing your saving objectives and together determine if our approach could be of help to you and your family.
Here’s a link to my calendar.
I look forward to hearing from you!
Protecting Americas Wealth