Wealth Distribution

The Wealth Distribution process is the phase when people need or want their money.

This phase can be very costly if one has not properly planned for its occurrence. Excessive income taxes, early withdrawal penalties, sales charges, restrictions or inflationary pressures can substantially reduce the distribution of one’s wealth. The Wealth Maximization Group will assist you in overcoming these eroding forces when you begin the process of distributing your wealth.

Problems

Income Taxes
Lost Opportunity Costs
Restrictions
Inflation
Penalties
Market Fluctuations
Life Mortality
Lawsuits and More …

Objectives

Reduce Income Taxes
Avoid Lost Opportunity Costs
Reduce Market Risks
Build Wealth
Reduce or Avoid Penalties or Charges
Reduce or Avoid Restrictions and Loss of Control
Provide Long Term Financial Confidence

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