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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.