Wealth Minus Wall Street – Increase Retirement Savings by 6 or 7 Figures

welcome to the future of retirement planning

Our Game Changing Alternative to Financial Advisors

Wall Street and Financial Advisors have held a stranglehold on retirement planning for far too long. Their strategies are biased, revolving around what they sell, not what’s best for you. Worse yet, they set the costs, leading to a lifetime of excessive fees that eat away at your hard-earned money.

With a retirement advocate, you can finally take back control of your retirement and unlock the financial freedom you have always dreamed of.

Increase Retirement Income

Cookie cutter investment strategies focus on asset growth, not income. Is it because compensation is tied to assets growth? We show you how generate more income now and in retirement.

Reduce Investment Fees

Bottom line is you are most likely paying too much in fees. They are hidden for a reason. We provide transparency on your fees and evaluate if they are worth it.

Reduce Portfolio Risk

You are diversified in what Financial Advisors sell not true diversification. We show you all options that deliver real diversification and reduce risk.

we are retirement advocates

take back control of your retirement and unlock the financial freedom You Deserve

With a Retirement Advocate, you won’t follow the herd; we don’t force you down the traditional path that may not be right for you. Instead, we empower you to explore and understand all the options available to you, not just what Wall Street sells.

Wall Street's Secrets Exposed

With over two decades of experience as Financial Advisors, we’ve cracked the code. We know precisely how their business model is designed to maximize their profits at yourexpense. We pull back the curtain,revealing the truth about what you’re paying, why it’s
rarely worth it, and how they’ve been trained to keep you in the dark.

Our revolutionary process

All in One Solution Optimizing Retirement Planning

The current systems fails because critical components of a successful retirement often clash. These assets often are represented by different salespeople so how do you know what is best for you? We provide clarity and expertise on each, empowering you to make informed decsions.

Investments

Investing can seem confusing and overwhelming. The reality is it has never been easier to buy low cost investments that you can put on auto pilot. You can't control the markets, but you can control your fees.

Insurance

Most people realize they need insurance, but most of us don't want to pay for it. Insurance is a critical piece to a successful retirement plan, but it is often sold to you the wrong way. We can help you understand if your insurance is aligned with your goals and needs.

Real Estate

Real Estate is one of the most tax efficient assets you can own. If purchased the right way, it can be an unbelievable income generator for you in retirement. Don't wory about being a landlord, we have a completely hands off solution.

Don’t Take our Word for It,
Take a Look At What Warren Buffett Thinks

But would I take financial advisors as a group and pay them 1% with the idea that they will deliver results to me that were better than the S&P 500 by 1% and thereby let me break even as to what I could have done on my own? There’s very few.

It’s not that the advisors are going to do so terrible. You have an option available that doesn’t cost you anything that is going to do better than they are in aggregate. If you hire an obstetrician, assuming you need one, they will do a better job at delivering the baby than the spouse or someone off the street. In all professions, there’s value added by the professionals as a group compared to doing it yourself. In the investment world, it isn’t true. In the active group, the people that are professionals in aggregate are not, cannot, do better than the aggregate of the people that just sit tight.

It’s merchandising. You don’t need these people at all in investing – all these professionals who say you’re going to be in big trouble if you don’t listen to them. They’re selling.

OUR STRATEGIES IN ACTION

Increased Income from $29,000 to over $100,000

Client had all of his retirement savings under Wall Street control. He understood that his "diversified" portfolio did little to protect him from large losses in 2022 and 2008. He was also only generating about 2.9% in income. He never considered real estate as part of his retirement plan. After a throrough evaluation, he used a portion of his assets to purchase real estate and generate 9.75% in income without being an active landlord.

2x Return Investing in Himself

Client had a successful career providing marketing solutions to the pharmaceutical industry. He wanted to create a consulting business to utilize his knowledge for small businesses. He was apprehensive to fund this idea from his savings. He was maxing out 401k contributions and deferred comp plan. We showed him that he could fund his business by reducing his contributions. He was still getting a tax deduction because it was a business expense. He realized that he could make more investing in himself than the stock market. In his first year, he made $40,000 from a $20,000 investment.

You may be thinking...

Here are a few things that we hear quite a bit so in case you are too

I don't want to manage my own money

You have been conditioned to think that not having an Advisor means you must manage your own money. This is not the case. You can work with us and see how easy it is to access investments. We can support you along the way or introduce you to Advisors that don’t overcharge you.

"Won't I do better with a financial advisor?

Maybe, but we will show you that statistically speaking on average you may actually do worse. You will do better by building a retirement plan and sticking to it, but you don’t need an Advisor for that.

I really like my financial advisor

We appreciate the relationships you’ve built, and we’re not here to undermine them. However, consider this: while your current advisor may have your best interests at heart, they are often bound by a system that prioritizes profits. Our approach isn’t about replacing relationships; it’s about enhancing your financial future. Let us show you how our unique strategies can complement your existing arrangements.

My advisor has to make a living too

Absolutely, and we respect that. However, their living shouldn’t adversely affect your retirement savings. In the current system that is exactly what happens. We think your We believe in fair compensation for our services without hidden fees or conflicts of interest. Our approach aligns our success with yours, ensuring that our recommendations are driven solely by your financial well-being. We’re not just financial advisors; we’re partners dedicated to securing your future.

why haven't I heard about this before

Wall Street and Financial Advisors don’t want you have this information. It will put their gravy train business model in jeporday. We are the only experts providing you this type of information.

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March 2, 2022 1 Comment

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