What is Your Current Financial Plan Costing You?
Planning for the future begins with securing your current lifestyle.
First, you have to decide what you want to achieve and why this is important to you. Consider these clarifying questions:
- Who does my plan impact?
- Who stands to gain if I am successful?
- Who looses if the plan falls short?
Then you have to decide are we on the the best path to get there?
And it seems like the target is always moving.
So, we must ask “What is the cost of doing nothing more?”
- Running out of money
- Downgrading your family’s lifestyle
- Feeling stuck, anxiety, fear about what will likely happen ( i.e. critical health event, steep tax increases, ultimately death)
- Watch net worth be washed away – again (i.e. market bubbles, inflation)
- Leaving an estate settlement mess for family to clean up (i.e. taxes, probate, will)
- A next generation that stumbles over weakly managed inheritance guiderails and directions
“Hope for the best, plan for the worst” – Life Transition Programming:
You are responsible for financing the rest of your life. This is a significant task with many responsibilities. Tackling this challenge is a significant programming effort that requires deploying a team of advisors prepared to perfect your decisions over your lifetime and beyond.
Financial stability needs change as we age. Implementing programs that are able to navigate this seemingly uncontrollable obstacle course of life events are possible with a comprehensive financial plan that includes efficient asset protection and tax-exempt income strategies.
Stress testing and employing alternative investments for additional safety and security are available. Learn more here
We work with employers, employees and individuals to ensure what they want to happen after a major economic and personal disruption actually happens. Our horizon of focus is two generations.
Click here to read article: Financial Obstacles – Plan or Pay More
Follow the links below to learn more:
If you are a business owner, there are additional challenges to retaining control and growth over your lifetime. Click below to learn more:
Based on a person’s financial plans, our age specific solutions insure funds against future taxation and erosion to encourage LIVING FULLY for generations. Click on the link below to learn more.
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Taking into consideration all your options is recommended. Consider the Investible universe:
