Wealth Assurance Planning

Wealth Assurance Planning is the modern science of financial management.It is based on an economic
principle known as "The Velocity of Money" that was invented by financial institutions in a capitalist
system to multiplytheirwealth. Only in recent years have individuals and their families used

these strategies to multiply their wealth.

 

In a capitalist system, Velocity of Money is the flow of money throughout the economy that multiplies
all of our wealth. If everybody were to quit spending money and simply hoard it, our economy would
slow to a crawl. However, this is exactly what we were taught to do with our money - accumulate

money in their products. Of course, this is not what they are doing with their money.

 

Since you and I are not banks, the question is: How can we use similar techniques to multiply
our wealth? This is what we show you how to do.

We show you how to use each dollar you have to solve multiple financial needs,wants and desires.

In traditional planning methods,they focus on one at a time (college, emergency, retirement, death benefit).

We show you how to keep money under your control. I typically have you stay away from
investments in which the government controls the use of your money like IRA's,401K's,Etc 

or other strategies promoted by financial institutions such as prepaying your mortgage.

We show you how to coordinate your money, so each investment makes every other investment perform
better. The example in the last paragraph is an example of uncoordinated money. Think about
it. The 401K reduces your taxes this year. Prepaying your mortgage cancels out the tax reduction.
This is like a tug of war between the two strongest people you know. Each one's strength cancels out
the other one.

We show you a personal highly visual financial model in which you can instantly evaluate any
investment or business opportunity. If you take someone who is new in the United States and
knows nothing about our investments. By understanding this model, they would know more truth
about money than 95% of the public.

We show you how to build a moat and a castle with the same dollars at the same time. The
formula is Maximum Potential = Maximum Money Supply (this is the most obvious) + Maximum Benefits.

You should not have to give up one for the other, just like you shouldn't have to ride in a car without a seat belt on.

The seat belt does not prevent you from getting where you are going in the same amount of time.

In a good financial strategy, building a moat and safety should not have to prevent you from

amassing the same amount of money or more than if you didn't have the moat.

We show you how to anticipate the future. Remember, all financial planning does is deliver dollars
in the future. Why then, if this is true, do most planners act like nothing will ever change.

We won't grow older or wealthier. Our health won't change. Tax rates and tax laws won't change.

Technology won't change. We won't get sued. We won't have emergencies or opportunities.

We show you how to meet your full financial potential, not simply meet your needs. Do you know
what a bear does before he hibernates? He eats as much as possible because he knows that he'll
have no food for many months and needs the “Extra” to survive the winter. If a bear had a traditional

financial planner, the planner would probably calculate the average length of the winter based on past
performance. He would have the bear only accumulate enough fat to live that exact period of time.
And, if the winter lasted a week longer, you'd have a dead bear! All of these projections of the

percentage of income needed at retirement, expected rates of return on your investments,how long

you'll live after retirement, tax rates,etc.is a bunch of malarkey.No one can predict the future.

The only correct answer to the question "how much money will we need" is:
 
The most that is possible under our personal circumstances!   

                                 

 
Wealth assurance strategies are simple.    

                                 

We simply show you how to recover the following costs:

We believe you should reduce or "offset"your taxes,  through wealth coordination and integration

not simply defer them inside of some "Magic Product".

2.Insurance premiums

You spend thousands of dollars each year on insuring against things you hope will never happen.

3.Interest Expense

This is where approximately 35% of your hard earned money goes. We can show you how to put

that lost interest back in your pocket instead.

4.Opportunity costs

Each dollar that you lose and do not recapture costs you not only those dollars, but any interest that
could have been earned over your lifetime. If you lose $2,000 this year by overpaying your taxes and
you are 35 years old, you will lose another $8,000 to $9,000 of lost interest over your life span. You
know the theory that you can afford to lose your money on risky investments while you're young.
Well, the truth is...the opposite is true! The younger you are, the higher the opportunity cost for that
money is. Why aren't we told this? Because financial institutions need your money to re-invest!

 

5.Estate costs and estate taxes

Most of you do estate planning way too late in your life and do the wrong type of planning costing

you thousands of dollars.Unknowingly and unecessarily.