Wealth Building

The Wealth Building phase focuses on saving and investing money for both current and future needs, wants, and desires, such as cars, homes, appliances, children’s education, or one’s own retirement.

Most people are persuaded to compound interest, use dollar-cost-averaging, allow dividends and capital gains to be reinvested, and have a tax-deferred retirement plan such as an IRA, 401k, etc. These techniques have many advantages, though also contain disadvantages which, if left unchecked, can seriously erode one’s wealth. The Wealth Maximization Group will assist you in avoiding these common mistakes while providing an efficient and effective strategy to help you build more wealth.

Problems

Living Expenses
Income Taxes
Lost Opportunity Costs
Inflation
Market Fluctuations
Capital Needs
Lawsuits
Fees & Charges
Loan Interest

and More …

Objectives

Reduce Income Taxes
Reduce Market Risks
Avoid Lost Opportunity Costs
Build Wealth
Increase Protection from:
- Suit
- Death
- Disability
Eliminate Unnecessary Fees, Costs, and Charges

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