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What type of wealth are you building? Did you know some types are more dependable than others? This video focuses on establishing wealth that is more likely to be there when you need it the most.

 

Having a Financial Model can help to verify whether or not we are making progress towards our Wealth Objectives. The Protection Savings and Growth Model looks at all 27 places where we can make a money decision.

 

Many advisors help to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don’t allow for monitoring or making changes to plans as necessary. We believe that you can’t put a plan in place and forget about it. Therefore, we must have technology and processes to follow through with the job we were hired to accomplish.