Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.
Our philosophy is one built on coordination, consistent savings, protection, and control of money over time. We also want to utilize the “The Money Multiplier” technique to consistently keep money moving to work to pick up additional benefits and money supply. Our philosophy is structured to help enhance what you are trying to accomplish, So ultimately, your money supports you in getting what you want out of life
Here are ten crucial elements that should be present in the “ideal financial plan”:
Systematic Monetary FlowIn order to maintain consistent returns, money must be regularly contributed to the plan.
Consistent ReturnsYour money should be making you money. Finding the right investment strategy for you to maximize returns will help secure your financial future and enhance your current lifestyle simultaneously.
LiquidityMonetary funds should be readily and easily accessible to you, as your wants and needs can, and will, change as time goes on. Locking up assets as you plan for your financial tomorrow can hinder you from living the life you want today.
Tax Minimization of Accumulating AssetsWhile your money is working to make you money, we can identify ways to help minimize your exposure to taxation on these assets. Keeping the money you make is a crucial part of increasing your optimal amount of wealth.
Ease of Monetary DistributionIt’s your money and you should be able to have access to it at any point without hassle, astronomical fees or any other unnecessary obstacles.
Tax Minimization of Distributed AssetsYou shouldn’t have to pay to gain access to your money and we can help you limit the taxation on assets you choose to liquidate or withdraw. What good is losing money you’ve worked so hard to make?
Financial Security of Family MembersPart of your future planning is planning for your future family. Children, grandchildren, perhaps even great-grandchildren should be considered in your financial planning, no matter what stage of life you’re in.
Minimization of RiskRisk cannot be avoided, but it can be minimized. For example, estate taxation should not force your family members to sell important assets (your home, business, etc.) to secure financial stability. This liability could be funded out of residual capital and/or insured.
FlexibilityYour wants and needs will change, your family will grow and your plan needs to be built with a certain amount of flexibility to account and provide for those changes.
Self-CompletionYour plan should account for the unplanned. Your financial strategy should contain contingencies for death, injury, disability, emergencies, etc., so that no unforeseen circumstance will compromise your, or your family’s financial security.