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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.



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

and More …



  • 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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