We focus on maximizing incomes and legacies for people who've spent a lifetime building something significant for themselves and their loved ones. Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn't be the only focus.
There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity. Many times interactions between clients and their brokers or financial planners are simply a comparison between what "growth" investments the client has and what better "growth" investments their firm offers.
There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity. Many times interactions between clients and their brokers or financial planners are simply a comparison between what "growth" investments the client has and what better "growth" investments their firm offers.
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Our approach focuses more on how to "use" assets most effectively for income and wealth transfer rather than simply trying to sell the hottest growth investment. By understanding the unique tax characteristics and "purpose" of different types of assets in retirement, you can learn how to position those assets for maximum benefit.
Learn how to take your prospects and clients on The Wealth Maximization Journey so they can maximize their income and legacy, and you can maximize your value as an advisor. Most financial planners concentrate solely on making a quantitative difference, our goal is to make a significant qualitative difference in your lives.
Most financial planners concentrate solely on making a quantitative difference, our goal is to make a significant qualitative difference in your lives. Get your complimentary copy of John's influential book "The Wealth Maximization Method" today. We will contact you to get your copy to you as soon as possible.
Once you have completed that, then upload this document along with your other documentation below. You can download the PDF to your hard drive and save as you go. Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 600, Bakersfield, CA 93309; Phone 800-440- 0442; Member FINRA/SIPC.
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