Retirement SuccessThe System Difference• Tax Protection• To Tax or Not to Tax• It's What You Keep• Tax Position of Your Money• Multi-Generational Legacy• Asset Control• What you Need Right Now• Special Care, Special People• Planned Succession Mgmt• The WillControl CompletenessMaster Control Index |
Simplified Money Management
You can't manage what you can't find.That is the key to Simplified Money Management. Most people in the process of accumulating assets have scattered them all over. One of the biggest problems for many in getting a financial plan started is simply getting their data together. Lack of a clear understanding of your financial situation results in several costly problems including:
Once all the data is collected, it is important to reduce the sheer number of account locations. Then it is helpful to have a single system for keeping track of all assets. To be effective your system should help you to have a complete knowledge of all your assets:
Our strategy is called S-O-S. This stands for Simplify, Optimize and Streamline, which is a method to help you consolidate your important personal and financial plans and documents into comprehensible and manageable system. Such an effective management system could help you achieve these three benefits that return to our original criteria of a sound financial plan:
Our planning includes the use of our copyrighted Simplified Money Management – Master Control Index, which can help you to gain control over your program and pull together all the pieces of your succession plan so that it may in fact become your self-fulfilling S-T-A-R-S System for Retirement SuccessSM. |