*Important note: Not all objectives mentioned above can be accomplished in every evaluation due to financial differences among individuals.
Clients are introduced to the Lifetime Economic Acceleration Process™,LEAP®, which is a holistic strategic system
Using the PS&G Model® , LEAP looks at all aspects of our client’s financial life , which allows financial decisions based on economics, not products or personal bias. With assistance and the PS&G Model , our clients should be able to
- Increase wealth without additional out-of-pocket outlay working only with current assets and cash flow
- Seek to build long-term wealth
- Seek to lower or keep the same risk tolerance
- Learn how the eroding factors of inflation, planned obsolescence, technological change and tax law changes will affect retirement.