Our Process
At Wealth Management Institute we will guide you through trusted processes that engage you in a data-gathering and decision making process to design a personalized financial and investment strategy.
You will be introduced to the Leap System:
Lifetime Economic Acceleration ProcessTM. This system views the financial process as an ongoing lifetime experience in a holistic approach and
seeks to make money more productive, efficient, and increase performance over time by directing assets to achieve an accelerated rate of return.
The Creative Income StrategyTM designed
for those individuals/couples nearing retirement age. This program is designed to gain clarity on your financial future. This process is unique and focuses on “future income”, the critical element that makes predictability and prosperity possible.
The Wealth Management Institute set of processes and tools will show you how to execute your strategic plans to Grow, Preserve & Give.
Protect
Protect the assets that can help you live the retirement you’ve always imagined.
How?
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Save
Prepare for retirement by ensuring you are saving enough every month to achieve your financial goals.
How?
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Roll-overs
Grow
Help ensure your hard-earned assets are properly managed to deliver the growth needed as you approach and live during retirement.
How?
- Retirement Income Strategies
- Investment Allocations
- Distribution Planning
- Tax Planning
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
