Let Us Help You Secure Your Financial Future NOW
Here in the United States, we live in a time where there has NEVER been more at stake in the decisions that we make about forming our financial plans. Regardless of your political beliefs, the fact of the matter remains that unemployment is high and our US total debt is approaching 60 trillion. We need to be on the lookout for financial strategies that have been developed to directly address these current and future economic conditions.
We find that many clients who walk into our doors for the first time are utilizing financial plans that were created using theory that was created in the 1950s. It is our belief that our economic environment has changed so drastically, especially in the last decade, that strategies birthed in the 1950s are not good enough. These financial plans, built on the premise that stocks and bonds are the entire picture of diversity, have failed clients all around the Nation more than once in the last two decades. Many Americans have placed their entire nest egg, the wealth they have spent a lifetime accumulating, into “pie charts” that were supposed to provide diversity and safety to secure their retirement. However, reality has struck, and Americans have seen their investment accounts drop up to 50%, twice, since the year 2000. It doesn’t have to be this way!
There is a lot to consider when planning for in the coming years: rising healthcare costs, taxes going up, the rise of inflation, and losses and fees in the stock market. These times call for experts in financial planning. Many of our clients tell us that they sleep well at night because their financial futures are built on “I know so” instead of, “I hope so” planning strategies.
We look forward to the opportunity to visit with you, and to show you a better way to plan for your future. Secure Your Future Now, with Accelerated Wealth®.