Dynamic wealth-building strategies for Physicians
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Investment Optimizer:
- Turbo charged tax-free opportunity fund for alternative investing
- Safe and predictable
- Invest money in multiple places at the same time
Retirement Accelerator:
- Tax-free income producing machine
- Highest possible income with fewest dollars
- Brings “conservative leverage” into retirement planning
Wealth Maximizer:
- Create an entirely new asset using leverage
- Retain more capital for investing
- Liquidity for estate preservation
The Money Insights Method
HOW we help you move from high income to high net worth?
Stage 1: Discovery and Education
Education is the key to everything we do. We provide valuable web content focused on a variety of financial strategies designed to build and protect wealth. We then learn about the individual and their goals and objectives to match up the optimal strategic approach.
Stage 2: Strategic Design
Every strategy is designed to maximize return and minimize costs. And, because we can’t predict the future, flexibility is a core principle in strategically designing a solution. All of this to achieve the goals and objectives identified in Stage 1.
Stage 3: Implementation
We work together to execute the plan, taking lead with the insurance companies and any other parties such as third-party administrators and banks. In many cases, we coordinate with the client’s other professionals (attorney’s, CPAs, etc.) to fit our strategies within the overall financial picture.
Stage 4: Collaboration
With the plan in place, we employ ongoing collaboration to keep the strategy fresh and make corresponding adjustments. We make ourselves available for support on an as-needed basis, and will reach out at least once a year for a regular review.
Satisfaction guaranteed. Call today to schedule your evaluation!
The Money Insights Promise
At Money Insights, we accelerate the wealth-building process. And, not only on the front end of setting up the strategies, either. We build long-term relationships with our clients. You deserve professionals that will be with you throughout the lifecycle of the strategy. We will be by your side as you accelerate, optimize and innovate throughout the wealth building process.