Our experience, knowledge and hands on approach will provide you and your family with access to a professional financial representative who will become the macro manager for your financial future. One of the single biggest advantages of working with us is our independence. We have no preconceived idea as to what your strategy or objective should be. Instead, we will help you discover through an educational process, how to achieve your dreams and confidently help to meet your goals.
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 help 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 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, education 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 you 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 us. 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 financial 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 professionals?
Most financial plans are only concerned with numbers. We realize that this is only one aspect of our comprehensive work together. Our goal is to create a strategy 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 financial strategies for no initial costs or charges. We do not want any of my 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 financial 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®, Leap-The Model for Financial Success™, The Leap Model™, The Model for Financial Success™, Financial Junk Drawer™, Money is Not Math Math is Not Money™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, The Rule Makers™, Internal Design™, Protection, Savings, and Growth (PS&G) Model®, Lifetime Economic Acceleration Process™, Financial Stories™, The LEAP Model Rulebook®, are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP Systems, LLC are designed to aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.