Planning calculators can be fun to play with
sometimes, but if the numbers get too big they can be downright
scary. If the numbers scare you, there is a good chance your
financial picture has not been examined for inefficiencies and
areas needing coordination. Often by eliminating inefficiencies
and coordinating financial decisions, your financial potential can
be achieved without any additional out-of-pocket costs and no
additional risk. To get started, just let us know and we will
begin the processes of
personal financial engineering.
Retirement Planning
Traditional
planning recommends living on only 70% of your income. EcoWealth wants to
give you 100% or more.
College Funding
Traditional
method assumes once college assets are spent that money cannot
be recaptured for your own personal wealth.
EcoWealth wants to put
that money back in your pocket.
Credit Card Payoff
EcoWealth
puts you in control of debt rather than financial
institutions. In this way, you the potential of recovering
the lost principal and interest.
Loan Acceleration
The
traditional mindset recommends prepaying mortgages. Though
this is a popular concept, it may not be advantageous.
Through the comprehensive analysis of all money decisions it
could be the most expensive way to pay for your mortgage.
Survivor Income
Traditional
Planning focuses on minimums and maintenance. Ecowealth wants
to maximize your human life value to overcome the ravages of
inflation and taxes.
Roth/IRA Eligiblity
Roth/IRA
and qualified plans do not give full disclosure. They show
all the benefits yet never consider the risk of potential tax
explosion. Income and estate tax, lack of death and
disability protection upon withdrawal compromise the
efficiency of qualified plans.. Let
EcoWealth show you how
to own your qualified plan better.
Traditional
planning recommends living on only 70% of your income. 
