The Debt Strategy Brochure

Page 1

571.237.6715

K RISTY C HASE

WWW. THED E B T S T R A T E G Y . COM F ACEBOOK. C OM/ T HED EBTS TRATEGY

Helping You Avoid Wealth Transfers…. Most individuals and families will lose more money in wealth transfers than they will

By taking the approach to help you find money you

savings, simply because

are likely transferring away unknowingly and unnecessarily, your potential to recoup lost money may just be shocking.

decisions. There is an opportunity cost to every decision. Learn how to optimize every dollar you work so hard to earn.

CHALLENGES

       

accumulation for individuals and families.

ever accumulate in of poor financial

The Debt Strategy is a financial services company specializing in income protection & wealth

Eliminating/Paying Off Debt Efficient Cash Flow Strategies. Will I run out of money? How much should I be saving? When should I retire? Will my money last until life expectancy? College funding for kids. Retirement Planning. Estate Planning.

The major areas of wealth transfer are: Taxes, how you pay for your Mortgage, Qualified Plans over and above the match, College Planning, and Expenses such as insurance, car payments, student loans and interest on credit cards, just to name a few. We are convinced we can have a bigger impact on your financial future by helping you avoid the losses rather than just helping you pick the winning investments. It makes little sense to save a Million dollars only to discover you lost a million along the way. We use a “Golf Analogy” to highlight the difference between someone who simply sells “clubs”/financial products and how our organization is uniquely different, in that we focus on the “swing”/avoiding the losses.


571.237.6715

K RISTY C HASE

WWW. THED E B T S T R A T E G Y . COM F ACEBOOK. C OM/ T HED EBTS TRATEGY

Eliminate debt in 1/3 the time without changing your lifestyle with our Wealth Accelerator.

Age 55 $180,000 household income $375,000 home mortgage

Any Loan Or

Actual Client:

$250,000 in qualified plans $10,000 cash $100,000 non-qualified cash 2 kids about to go to college By age 80, this family will accumulate a net worth of $2,000,000 but will unknowingly transfer away over $1,200,000 in taxes, interest, and other expenses

Problem

along the way. We were able to design a plan to pay off all debt in less than 6 years,

Assets $2,300,000

Liabilities $100,000

Transfers $1,200,000

cash flow the kids college education through our Wealth Accelerator, increase his Net Worth by over $1 Million, and lower his Wealth Transfers by over $800,000. All of this was accomplished without changing the family’s

Solution

lifestyle or going on a financial diet!

What Are YOU Giving Away?

Assets $3,400,000

Liabilities $125,000

Transfers $400,000

All numbers are projections based on current interest rates, cash flow, tax brackets and economic conditions. This is not a guarantee of future projections.

Let’s Design Your Wealth Accumulation & Debt Strategy Together! Call Kristy Today For A Complimentary Consultation.


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.