The Wealth Planning Strategy™If you knew traditional financial planning could destroy your wealth,
The Future You Profile™ Discussion
This future based discussion creates the goals we will build toward. We will identify your dangers, opportunities and strengths (while we build toward your financial future). A full page of descriptions may be found below. The Seasons of the Economy Advantage™:
If you don’t understand what causes an investment to go up you won’t understand when it finally comes down! A farmer knows his crops will not grow if they are planted in the winter. This educational slide presentation helps you determine what season the economy is in before you plant or harvest your investment. A full page of descriptions may be found below. The Asset Protection & Estate Transfer Process™:
What difference does it make how much you earn or accumulate if you forfeit all, or a large percentage, of your asset base to frivolous lawsuits or unnecessary Federal Estate Taxes (FET)? The detail from your “Future You Profile” is used to prepare a structure for asset protection and Estate transfer. A full page of descriptions may be found below. The Wealth Management Maximizer™:
Twenty-five years of investment management wisdom and understanding are combined with your “Current You” and your “Future You Profile”. The result is a customized, investment strategy that matches your constraints for time, risk and volatility. A full page of descriptions may be found below. The Solution Network™:
Successful people understand that in a complex world you must surround yourself with experts in various fields. Our team includes CPA’s, Estate Planning Attorneys, Mortgage Advisors, Investment Managers, Insurance Experts, Estate Services, Pension Consultants, and an Independent Automobile Broker. Click on the blue circle to meet our Solution Network. A full page of descriptions may be found below. The Wealth Strategies Solution™:
This hardbound book is your customized Wealth Strategies Solution roadmap. Your life events are timelined over the seasons of the economy. Your asset structure is detailed; your investment processes are outlined and your tax considerations are overviewed. Liability solutions are listed as are estate transfer issues. This holistic, comprehensive approach provides you with confidence in your future. A full page of descriptions may be found below. The Ideal Strategy for Endless Family Progress™:
It is only possible to progress when you know where you are going. With your Wealth Strategies Solution complete we now focus on your progress. This annual strategy meeting evaluates your progress, reviews your structure, and repositions resources and assets to account for new goals and objectives. A full page of descriptions may be found below.
The Wealth Planning Strategy™ is an alternative to traditional financial planning. This is a customized thinking process that will organize your financial life to create confidence for each member of your family. It creates calmness, clarity, confidence and capability.
James O. Lunney is the creator of The Wealth Planning Strategy™, a custom designed thinking process that incorporates tools, techniques and systems that provide our clients with direction, capability and confidence. Home | About Us | Strategy | Wealth Management | The Solution Network™ | Surviving the Storm |
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