IDENTIF Y YOUR OPPORTUNITIES
IDENTIF Y YOUR OPPORTUNITIES 3
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HOW MANY TIMES HAVE YOU PONDERED THE FOLLOWING? I earn so much money, but never seem to have it when I need it… I have so many financial advisors, but they never sit together to discuss my complete financial picture… I love my current lifestyle. Why do I feel like I’ll have to give it up in retirement? I’m paying way too much in taxes. My accountant claims it’s all good, but is it?
SOMETHING’S MISSING.
Why hustle my entire life when my kids will pay half my fortune to estate taxes?
The truth? Most Americans never get the financial insight to maximize the opportunities created by their wealth throughout life. Advice from a CPA, broker, tax or IRA advisor is based on individual pieces of data or life events. If you don’t reconcile all that combined counsel, you miss out on your best financial opportunities. 5
OPPORTUNITY TAKES ON MANY FORMS. OPPORTUNIFY速 HELPS YOU IDENTIFY THEM.
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MASTER THE 3 STAGES TO GENERATIONAL WEALTH. ACCUMULATE WEALTH
ONE TWO THREE
During your most productive years, building your financial portfolio is like building a house: you must coordinate all the moving pieces so it doesn’t collapse. LIVE OFF YOUR WEALTH
Have you given enough thought to retirement? Will you be able to live comfortably in your golden years? Failure to plan won’t delay its arrival! ENSURE WEALTH SUCCESSION
You need to reinforce your portfolio so it lasts for decades and centuries to come. With smart planning, you can enjoy both the life and the legacy you want.
GET ALL YOUR BUCKS IN A ROW. Don’t let your finances flounder due to a confusing, fragmented advisory system. Let Opportunify® empower you to consider the bigger picture and focus on your entire portfolio instead of its individual parts.
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THE MORE YOU KNOW, THE MORE OPPORTUNITIES YOU GRAB.
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STRESS-TESTING YOUR PORTFOLIO. Every financial move you make creates a ripple effect. How do you know your hard-earned money is working just as hard for you? Are you sheltering your money from excess taxes? Can you retire comfortably?
THE OPPORTUNIFY PROCESS: ®
ANSWER OPPORTUNITY’S KNOCK—NOW.
The Opportunify® process gives you a bird’s eye view of your portfolio. We work with you to identify all the complex data that has an impact on your finances. By monitoring your situation from a comprehensive vantage point, you discover opportunities often overlooked by advisors in a particular field. This insight leads to wise, productive decisions, setting you on a sure path to financial freedom.
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OPEN NEW WINDOWS OF OPPORTUNITY. WE’LL SHOW YOU THE WAY.
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OPPORTUNIFY® MAKES IT SIMPLE TO COMPILE AND ANALYZE YOUR FINANCES, SO YOU GAIN SECURITY BY IDENTIFYING SMART FISCAL STRATEGIES CATERED TO YOUR PORTFOLIO.
During the Opportunify® process, your personalized Living Balance Sheet (LBS) sheds light on your true value. It helps you assess and oversee how well your portfolio stands up to the rigors of life—and death. Now you can observe the total impact of your many financial moves, and benefit from special insight tailored to your fiscal position.
GET YOUR FINANCES IN LIVING BALANCE. 11
YOU’RE ENTITLED TO LIFE, LIBERTY AND THE PURSUIT OF OPPORTUNITY. 12
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123 Somewhere Place T: 1.800.123.4567 | F: 1.800.123.4567 pursuit@opportunify.com
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