Advanced Wealth Strategies

Advanced Wealth Strategies For Texas Business Owners

If you are a business owner, it’s important to plan for your retirement since you won’t have an employer-contributed 401(k). At Appreciation Financial, we offer advanced wealth strategies to help you build wealth and secure a steady income for when you retire and sell your business. We recommend fixed index annuities, which provide a reliable source of guaranteed income. This means you can relax in retirement without stressing about where your money will come from.

Protect Yourself From Inflation

We know you’ve seen it. Washington has spent a lot of money we don’t have, so the Fed is putting more dollars into circulation. This can hurt your savings and retirement if you don’t plan ahead. Luckily, we have several tools to help you combat inflation and maintain your wealth. Our advanced wealth strategies are designed to protect your assets and secure future stability. Click here to set up an initial appointment and review retirement portfolios tailored to your needs. Let us help you to secure your financial future during uncertain times.

Let Us Help You With The IRS

The IRS is always lurking. Even if they don’t get you right away, they will always come back and get you and require that you pay them back with interest. Get the expert advisors at Appreciation Financial in your corner, and learn what to do, and more importantly, what NOT to do, with your estate.

Do you think that our government can continue printing money at this unprecedented rate, or do you believe that taxes are going to have to go up in the future to balance the national deficit? Do you want to pay those taxes?

Is there someone at the IRS that you are so madly in love with that you want to give them a large portion of your money in retirement? What if there was a way to pay taxes on the way in, so you wouldn’t have to pay on the way out?

Why do you have a Mortgage? Maybe so you could leverage a loan, so you could afford a bigger house. Why aren’t you setting up your retirement based on that same principal? What if there was a way to leverage money from a bank, just like your mortgage, but you could use that money to fund your retirement? When would you want to know about it? What if it allowed you to retire with a tax-sheltered income?

Are you an owner of a successful business and worried about losing your employees to larger companies? Would you like to offer executive bonus programs or incentives to reward and keep them? What about key employees? If you lost one to sickness or death, how would that impact your company? These are just a few of the concepts that we can help you with in our Advanced Wealth Strategies. If you aren’t offering executive bonuses to your employees, most likely your competition is!

Our meetings are free, but the knowledge is priceless! Schedule a convenient time on our calendar link below, so you can learn about several different ways to create life-changing wealth!

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Advanced Wealth Strategies