I always say that I
am going to start putting money away for my retirement and never
seem to have the extra money to do it.
We use the LEAP® process,
which is designed to create greater wealth with no additional
out-of-pocket outlay. This process makes your dollars work
better, enabling you to start providing for the future.
If I
already choose my own investments or use my broker
recommendations, why should I meet with you?
Our work is unique. Most investment
advisors and other financial professionals focus on only one or
two aspects of your financial life. Using the LEAP process, we
evaluate and coordinate ALL aspects of your financial life.
We're not here to replace all the members of your team or
products that are working well for you. By utilizing a holistic
view, we work at making your money more efficient and
productive. Our expertise goes beyond just the picking of
products. Like a game of chess, we focus on understanding how
all your financial vehicles, wills, insurances, debt structure
should work together. We also assist your other advisors to
perform for you at a higher level.
What are
the types of things you will do during the process?
To create maximum wealth with the money
you will receive over your lifetime, we have to evaluate all
items, which include cost and income items such as housing,
food, lifestyle, college and retirement goals. We will listen,
put together written strategies with alternatives in a simple
and easy to follow modeling process. You will see from the
model what areas of lost opportunity exist with your current
plan. We will continually inform and update you. For many of
our clients this is one of the main reasons our clients stay
with me. We will communicate and answer questions in an easy to
understand language.
What
questions will be answered during the process?
- What is the true cost of my current
plan?
- Given my current planning, am I
betting my results on the idea that taxes will be lower in the
future than they are today?
- Will I be in the lowest tax bracket
when I retire?
- How does all this fit together and is
it working to meet my future retirement goals?
- Why has no one pointed this out to me
before?
- You will have a basic understanding
of why I recommend certain plans and strategies. I want you to
understand how they work and why they are important to your
financial success.
How do you
differ from some financial planners?
Most financial plans are only concerned
with dollars and cents. We realize that this is only one aspect
of financial planning. Our goal is to create a plan that
supports what you care about most such as educating your
children, being financially stable after retirement, and
properly distributing your wealth.
What will
it cost for you to do the financial analysis?
You will receive planning and strategies
for no initial costs or charges. We do not want any of our
clients to have a financial risk or obligation for us to do
planning. We want to assume the financial risk for our time.
Who decides what portions of the plan to implement?
You must feel good about the
plans and strategies. We want you to feel good about
implementing the recommendations. You must feel good about the
plans and strategies. We want you to feel good about
implementing the recommendations.
Will I be pressured into making any decisions?
At no time will we pressure
you into making a decision. We will always support you in doing
what you know is best for you.
© LEAP
SYSTEMS, Inc.
