Strategies

Wealth Acceleration

Most financial planning stops at wealth accumulation: working hard, saving as best possible, and contributing to a retirement plan. But, accumulation alone does not guarantee the lifestyle of income you want in your working years or in retirement. Wealth acceleration does. It goes further by strategically positioning your investments and insurance with a revolutionary cash flow management technology combined with powerful tax mitigation. Our goal is to utilize the same dollars to help you retire without a pay-cut. We utilize unique software programs to show you what your maximum financial potential is and align your risk tolerance of your investments with your actual portfolio. It is not uncommon for these to be out of alignment, which can have a significant impact on your long-term wealth. If you would like a FREE evaluation of your current portfolio, please contact us today!

Charitable Giving

One of the most powerful financial strategies involves charity! We call it the triple win: The donor wins, the family wins and the charity wins. Tim Streid is one of a select group of financial advisors across the country who hold the designation of CAP, or Chartered Advisor of Philanthropy. Contact us if you would like to know how to give purpose to your money by being charitable!

Retirement Planning

Understanding how to turn your assets into income in the future is a topic that is rarely discussed. There are only two types of income in retirement — guaranteed and non-guaranteed — and having both gives you confidence over the course of your golden years! This area is one of our specialties, and we utilize powerful software to develop a very clear income map over the rest of your life. If you would like to clearly see your income map in the future,  contact us today!

Tax Mitigation

We have an assortment of macro tax-planning strategies, including opportunity zones, to decrease your tax liability significantly (25%+), especially if you are selling your practice or business or have a large capital gains liability. These strategies are not typically seen in the traditional accounting space and are in addition to what your accountant would typically recommend.

Cash Flow Technology

We utilize a unique cash flow technology, not budgeting, to velocitize your wealth and not simply accumulate it, which is what the financial institutions do! Understanding the importance of maximum cash flow is more important than a rate of return on an investment AND it can be automated through powerful technology. We believe it to be a game-changer and will have a significant impact on the ability of ALL Americans to save more money and have greater peace of mind with their finances.

Alternative Investments

Alternative investments have been shown through academic research to enhance portfolio returns with the same risk, which is what everyone desires. Typically, when we first meet someone, alternative investments are not part of their portfolio because they are not presented in the traditional planning space. We have access to different types of investments (some investors need to be accredited), including private equity, that should be part of most investors’ portfolios.

Reverse Mortgages

This may not be for everyone, but it is a wonderful strategy to enhance retirement income by using the equity in your home. We work with the leading advisor in this space to provide incredible strategies to deal with many of the complexities of enjoying retirement.

Strategic Partners

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.