Your Wealth Starts Here
Traditional or “common” planning is often based on achieving a specific rate of return on a mix of assets. It ignores the most important assets of a person’s life. Most importantly, it’s not designed for the whole person to grow. It is just focused on money.
In the beginning, we will take time and look at every aspect of your life and make sure that every dollar is doing the right job at the right time for the right reasons.
Building Wealth is more than investing for a specific rate of return. It is also about becoming strategic about How and Where you Save your money.
At this stage, we discover where dollars are being lost and begin to align your current financial assets with your personal goals. These strategies are designed to minimize risk while MAXIMIZING Wealth.
Most advisors only focus on the accumulation phase of planning. Your plan is not complete if you don’t know how you will SPEND the money. One goal is to make sure you don’t outlive your money.
During this phase of your plan, we will detail “pots” of money you will pull from and when, based on your goals.
Many people have their money more disbursed than diversified which causes them to WASTE a lot of time. Most people spend 95% of their time managing, looking for, or thinking about their money. The one thing we can’t get any more of in life is Time.
The LEAF Banking System™ FINDS THE MONEY that already exists in your life that you were unaware of its location. It not only eliminates debt but, prevents it from reoccurring. This system maximizes savings while eliminating the amount of time people typically spend monitoring and managing their finances.
Managing risk is at the heart of everything I do. Strategic risk management can not only help protect you from possible loss or disaster, but it can enhance the efficiency and wealth-building potential of your other assets. Protection is the foundation on which I build your financial future.
We’ll discuss strategies which address the transfer of risk, indemnification for loss, certainty, predictability, and guarantees. Many of my clients can significantly improve their risk management strategies without impacting cash flow.
You have spent a lifetime building and protecting your wealth. It’s important to have a strategy that maintains your wealth from generation to generation. A “system” that allows you to continue to support yourself, your belief systems, causes, and heirs responsibly.
During this phase, I will devise a plan that allows you to transfer your wealth from generation to generation with Wills, Trusts, and The LEAF Bank™.
RANDY'S PERSONAL MISSION
To help you Assess Your Values before we Value Your Assets. To protect your ability to earn income while accumulating wealth in the most tax-efficient ways available. To help you answer the question;
“If money weren’t an issue, what would you do for someone else?”
Living confidently empowers you to take ownership of your decision-making, and prepare for the future.
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Connecting the dots to protect and grow both your business and personal balance sheets.
Most people see investing as Gambling. However, it should be a "philosophy" of how to turn acorns into Oak trees. It won't happen overnight but if you take care of it, it WILL Grow over Time!!
10 Ways to Protect Assets!
As a business owner, you work hard to start and grow your business. With proper advance planning, everyone can protect some or most of their assets, making it difficult for creditors and outsiders to reach them.
The value of family is more than just a bunch of zeros and commas on a balance sheet. Money comes and goes but the time you spend together is irreplaceable!
Is your wealth allowing you to SPEND more Time with your most valuable Assets, your family?
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This website is intended for general use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 11350 McCormick Road Suite 202, Hunt Valley, MD 21031, 410- 828-540. PAS and Financial Growth Partners are wholly owned subsidiaries of Guardian.
2023-149940 Exp 01/25