At the Wealth Management Institute, we believe that Wealth Creation will increase by following these guidelines:
A minimum of 20% of gross pay must be saved and invested to ensure long term financial well being.
Changes in your present finances may result in increased money supply and increased benefits.
Our goal is for most, if not all, consumer debt to be eliminated. Prepare to pay cash for all large purchases, including automobiles.
An effort to reduce current and future taxes must be a continuous goal. Tax savings will not be spent, but used to increase savings and investments.
Continually reduce ongoing financial expenses, such as insurance premiums. Financial expense reductions will be used to increase benefits, or savings and investments.
Build cash reserves for emergencies, opportunities, and lifestyle experiences.
Eliminate small, under-performing, investment accounts. Combine these assets with other, larger, financial opportunities.
Broaden your investment options.
We Follow a Team Approach to Help You Achieve Your Goals:
Wealth Management Institute
Personalized strategies for your financial well-being
