Strategy

Wealth In Motion®

Wealth In Motion is a sophisticated piece of modern technology based on the PS&G Model^®from Leap Systems, LLC (Learn more about LEAP^®). It is a powerful financial simulator that allows you to view your current and future financial positions. Together we will examine the impact and determine the effect that wealth-eroding forces may have on your financial situation, and develop strategies designed to help reduce their effects while helping to increase your wealth.

Wealth Eroding Forces

Taxes
Inflation
Market Fluctuations
Interest Rate Changes
Planned Obsolescence
Technological Change
Premature Death
Disability
Education Costs
Insurance Costs
And many more

The Wealth In Motion strategies are not based on what products you buy; rather, they are based on how effectively you manage what you already have. By helping your assets work as efficiently as possible, you will have the opportunity to generate and maintain wealth.

By focusing on the strategic allocation of your financial model rather than on what products you should buy, we will be able to help you achieve your financial potential.

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The content within this section is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.