What We Do?
Avoid Making Financial Decisions in a Vacuum
We often discover a person’s current plan involves a host of bank accounts, insurance policies, legal documents, employee fringe benefits, savings vehicles, debt instruments, and securities products most of which were decided upon independent of the others. This compartmentalized way of managing finances is what we mean by making decisions in a vacuum which has inherent inefficiencies that can leak untold amounts of your hard earned dollars.
"We truly enjoy this financial stuff" and will take the burden to get your financial house in order. Our sophisticated planning system will model and present all of your financial information on a simple interactive screen that offers a wide angle view. This Economic Model provides an anchor to know where you are and where you will be financially as you travel through the stages of life.
Finding Money
When financial decisions are made in a vacuum, “we often discover $4 is being spent to accomplish 4 goals that $1 could have accomplished”. In our experience, the average family is blindly (unknowingly) losing 10 – 15% of their annual income in these areas. Just think of the impact on your present and future lifestyle if we could find an additional 10-15% of annual cash flow personally and/or within your business.
This concept of Finding Money is the foundation of our entire Planning Process. Before we ever suggest a financial product or investment option, we will carefully analyze your entire financial picture to expose and eliminate these areas of wealth leakage. The net result of Finding Money and putting those dollars to work, often exceeds the benefits of seeking better market returns. This helps reduce the risk of accomplishing your goals.
Discover How Much We Can Find For You
When you engage in our Planning Process, we will analyze your current situation and provide an estimate of how much money you may be leaking unknowingly and unnecessarily. Click the button below to learn more about our Planning Process or complete the form to get started.