Strategy

WEALTH BUILDING CORNERSTONES

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How would you like to increase your clients retirement income by potentially 30-50% without any additional outlay, and while also decreasing risk?

The objective of the WBC system is to provide individuals and families with a simple, easy to understand, yet powerful process that helps maximizes the use of their money for wealth building and protection.

Whether working with Pre-Retirees or Retirees, Wealth Building Cornerstones takes a “begin-with-the-purpose-in-mind” approach.

Think of it like this, an engineer can’t start designing a building without knowing what the end result of the project is supposed to look like; a surgeon can’t go into surgery without knowing what the outcome of the surgery is supposed to be. This same concept also applies to the areas of personal finance.
For example, if you asked a typical Pre-Retiree on the street why they are saving money long term many of them would say “for retirement”. However, if you then said “that’s great, can you tell me how retirement income streams work?” hardly anyone would have a good answer. The issue here is that this is the real reason they are saving the money, and how retirement income streams work economically defines how to allocate savings efficiently in pre-retirement. As part of WBC we provide Pre-Retirees the opportunity to understand how retirement income streams work as the basis for efficient allocation of savings in pre-retirement. A “begin-with-the-purpose-in-mind” approach is imperative here and many people haven’t had the opportunity to look at it from this perspective.

Optimizing Retirement Income by Combining Actuarial Science & Investment