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Why
Innovative Financial Strategies?
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. The single biggest advantage of working
with us is our independence. We have no preconceived plan
as to what your strategy or objective should be. Instead,
we will help you discover through and an educational process,
how to achieve your dreams and confidently MAXIMIZE YOUR
WEALTH!
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 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 have an insurance and/or investment advisor, 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, wills,
insurances, debt structure 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, college 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 your 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.
How
do you differ from some financial professionals?
Most
financial plans are only concerned with dollars and cents.
We realize that this is only one aspect of comprehensive
planning. Our goal is to create a plan 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 planning and 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 plans and 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.
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