The Complete Wealth Solution™

Overview

Our Complete Wealth Solution™ is our flagship service package. Think of it as comprehensive investment management support integrated with our best financial, retirement, tax, and estate planning services. This solution employs our Five Guiding Principles™  and 35 Essential Strengths™, and provides the system, structure, support, and discipline to help you master them all.

Features & Benefits

Includes all of the services, features, and benefits included in the Complete Investment Solution™ , plus…

• 35 Essential Strengths™. While solid investment returns are a major part of financial strength, to master wealth you need to develop strength across the board. Our blueprint for broad-based success is called the Wealth Optimization Plan™. The plan covers the 35 Essential Strengths™ that we believe the best-of-the-best investors have attained. While the clients who come to us are very successful, our initial analysis shows that most are strong in just one-third of these 35 areas. Our goal is to quickly identify any major and minor weaknesses in your position and recommend a plan to address each issue in a timely manner. Many clients have found that they can add up to 10 or more new strengths within the first six months of working with us. We continue to work with you to build new strengths and leverage exisiting ones until you've achieved absolute financial freedom.
• Balance Sheet and Cash Flow Mastery. Our system for gaining wealth mastery is based on Five Guiding Principles. The first is the most important: “Make your balance sheet, cash flow, and portfolio your friend, not your foe.” Our Portfolio Enhancement Plan™ ensures that your portfolio is working for you. Our Wealth Optimization Plan™ does the same for your balance sheet and cash flow. We've observed that many high net worth investors have suffered from fragmentary advice. The result is often a balance sheet marked by low-performing or underdeveloped assets or liabilities. Our goal is to ensure all your assets are as productive as possible.
• Green, Yellow, Red Dashboard. This executive dashboard captures your entire financial picture on just one page. The color-coded grid charts your progress in gaining our 35 Essential Strengths™. With this tool, financially sophisticated and unsophisticated clients alike enjoy clarity and insights that expedite progress.
• Lifestyle Protection Analysis™. This tool uses 110 years of market and inflation data to assess the long-term durability of your wealth against an exhaustive range of real-world scenarios. Our analysis allow us to adjust your plan to help ensure you can weather the worst financial climates, thrive in normal times, and reap the rewards of bull markets. We are also able to simulate the impact of various alternative courses of action. These insights can help you to make decisions about major financial transactions, career changes, and the best timing of retirement.

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