Very similar to Chess, our custom approach to Financial Freedom involves 9 moves or action steps!
The rules in chess: Advance your lines to capture the opponent’s king while successfully defending your own.
In financial planning: Defend (protect) what you have accumulated and your desired lifestyle while advancing your financial objectives and goals.
Our philosophy is simple and very effective! By protecting and focusing on a defense 1st approach you will be insulated from any attacks or potential risks that could pose a threat to your overall retirement lifestyle or legacy planning. Also, by implementing this approach not only will you have the most tax efficient strategy you will also be in a position where your lifestyle income is now guaranteed despite market or inflation risk. You then can give your offense the flexibility to be more opportunistic if they so choose.
In effect you win by not losing and you're able to be more charitable or philanthropic and live life on your terms!
Please view the following video on why our 9 step action plan towards financial freedom will give you the utmost clarity and will essentially be utilizing the Universal Laws of Energy and Vibration discovered by Nikola Tesla in achieving a seamless approach to success.
We walk each client thru a 3 phase process that consists of 9 Action Steps. This process is not random; in fact it is very purposeful! The power of 3,6,9 can best be explained here and why we are very deliberate with our numbered action steps!