What is a Wealth Transfer?
Very simply, it is money you are transferring away unknowingly and unnecessarily. Finding and eliminating Wealth Transfers is what makes our service unique.
The five major areas where Wealth Transfers often occur are:
1. How you pay for your house.
2. How you fund your retirement accounts.
3. How much you pay in taxes today and in the future.
4. How you pay for educational expenses.
5. How you pay for major capital purchases like cars and weddings.
What is a Wealth Transfer?
Very simply, it is money you are transferring away unknowingly and unnecessarily. Finding and eliminating Wealth Transfers is what makes our service unique.
The five major areas where Wealth Transfers often occur are:
1. How you pay for your house.
2. How you fund your retirement accounts.
3. How much you pay in taxes today and in the future.
4. How you pay for educational expenses.
5. How you pay for major capital purchases like cars and weddings.
If we can find and eliminate wealth transfers, you can use those dollars to help secure your retirement income.
Let’s assume you earn $100,000 a year, save 5%, and make a 5% rate of return on your savings – that equals $250 in investment returns.
What if I can help you find just 2% of your annual income in hidden wealth transfers? 2% of $100,000 is $2,000.
Imagine having an extra $2,000 earning that same 5% return.
You may save more money by identifying and avoiding wealth transfers, than in trying to pick the winners.
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