About
Personal Wealth Curve
For a moment, imagine you live in a perfect mathematical world.
In this mythical world, your personal wealth curve will grow exponentially if you assume a positive rate of return, periodic contributions, and time.
For a moment, imagine you live in a perfect mathematical world.
In this mythical world, your personal wealth curve will grow exponentially if you assume a positive rate of return, periodic contributions, and time.
However, in reality, there is a tremendous amount of financial pressure that pushes down on your ability to grow wealth during every stage of life.
Examples of financial pressures include but are not limited to:
Marriage, children, divorce, illness, death, debt, job loss, career change, aging parents, charitable giving, market volatility, etc.
Our Value Proposition
A good financial plan factors all of these potential pressures. However, it is often difficult for someone to determine the right action steps, let alone recognize their own financial weaknesses.
We help you face these financial pressures by offering five key value propositions.
Organization
Objectivity
Proactivity
Accountability
Education
Our Services
General Planning
Cash Flow
Saving Goals
Debt Management
Employee Benefits
College Funding
Investment Planning
Strategies
Accumulation
Generating Income
Insurance Planning
Life & Health
Disability
Long-Term Care
Property & Casualty
Retirement Planning
Building a Retirement Plan
Social Security
Income Tax Planning
Tax Reduction Strategies
Charitable Contributions
Estate Planning
Wills & Trusts
Incapacity Planning
