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.

*Important note:  Not all objectives mentioned above can be accomplished in every evaluation due to financial differences among individuals.

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