Strategy

At Our Firm, our 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 tax laws.

With our assistance and the PS&G Model, our clients have the potential to:

  • Eliminates financial “junk drawer” approach
  • Simulate financial strategies and view potential outcomes
  • Learn how the eroding factors of inflation, planned obsolescence, technological change and tax law changes will affect retirement

 

Above all, we believe if clients are aware of the challenges that we all face from now through retirement and are able to develop contingency plans, it will add to their confidence.

 

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