1 WEALTH ACCUMULATION
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“How Can I Manage My Family’s Finances While Ensuring I Meet My Retirement Goals?”
Your situation is unique. The path of wealth accumulation must be mapped out based on your current financial position and anticipated life occurrences.
Your customized wealth accumulation plan involves four distinct steps:
1.
INITIAL INTERVIEW - Sitting down with you to gain an understanding of your unique financial position.
- What are your personal consumption expenditures?
- Are you planning for your children’s college education?
- Do you have any recurring medical expenses?
- Are there any current or anticipated financial obligations to consider?
2.
CASH FLOW ANALYSIS - Careful analysis of data collected determines your accurate cash flow, discretionary income and true financial position.
3.
RE-ALLOCATION OF RESOURCES - A strategy designed for the maximization of your cash flow, allowing you to meet your financial obligations while designating funds for asset allocation.
4.
REVIEW - Review of your investment portfolio to help ensure you are on track to meet your financial and retirement goals.
It’s never too early or too late to plan your wealth accumulation strategy. Let’s start today.