Terrence Rocks
Financial Advisor
Melbourne, Florida
The five major areas wealth transfers occur are:
2. Funding your Qualified Plan
3. Taxes
4. Education expenses
5. Major capital purchases
Assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns. If I can help you find just 2% of your earnings in hidden wealth transfers, you could save $2,000 more a year. That increases your rate of return on your existing savings from 5% to 55%, without taking any additional risks!
I believe there is more money to be had by avoiding the losses than in trying to pick the winners.
I look forward to working with you to identify potential areas of loss, so you can redirect those funds in a more efficient way.