The Wealthy Kit
Our goal with The Wealthy Kit is to counsel our clients through all stages of wealth building, from portfolio efficiency to retirement accumulation and distribution. Each wealthy kit bundle is included below in order to set the foundation for sustained growth and overall stability for you and your family.
A quick glance at the value that's packed inside your kit
Retirement Accumulation &
Retirement Distribution
Survivor Needs Analysis
Disability Income Needs
Portfolio Efficiency Analysis
Long Term Care Report
Asset Allocation Bundle
Social Security Optimizer
Employee Benefits
The truth about wealth...
-In the third quarter of 2022, the lowest 50 % of earners only owned
3.3 % of the total wealth. (Statista)
-American households hold a lot of debt—over $15 trillion in 2018. (brookings.edu)
-From 1989 to 2016...the median net worth of families with a head of household age 35 or younger decreased by 25%. (brookings.edu)
THE WEALTHY KIT CAN CHANGE THAT!
WHAT YOU GET WITH YOUR WEALTHY KIT
The Wealthy Kit™
Unleash Your Wealth Potential As A Business Onwer! Discover the All-in-One Method to Build Fortune, Secure Assets and Leave a Legacy for Generations with The Wealthy Kit.
Foundation
The foundational step of the Wealthy Kit is designed to provide a clear financial roadmap by assessing and optimizing every key aspect of your financial landscape. This step ensures that your financial future is built on a solid foundation, allowing you to make informed decisions and maximize your wealth potential.
Portfolio Analysis- We conduct a detailed review of your current investments, assessing risk exposure, asset allocation, and overall diversification. The goal is to align your portfolio with your financial goals, ensuring it is structured for long-term stability, tax efficiency, and sustainable growth.
Asset Allocation- A well-balanced asset allocation is crucial for growth, stability, and risk management. We evaluate your current mix of stocks, bonds, real estate, and other investments to ensure they are aligned with your risk tolerance, time horizon, and financial objectives.
Social Security Optimizer- Many individuals unknowingly leave tens of thousands of dollars on the table by claiming Social Security at the wrong time. Our optimizer helps determine the ideal claiming strategy based on your unique situation—whether you are single, married, or a survivor—so you can maximize your lifetime benefits while minimizing potential tax burdens.
Executive Benefits- pension plans. deferred compensation plans,
By laying this strong foundation, you’ll be fully prepared to move into the next phases of wealth growth and legacy planning, ensuring a prosperous and financially secure future.
Protection
Building wealth is important, but protecting it is just as critical. Step 2 of the Wealthy Kit ensures that you and your loved ones are shielded from unexpected financial risks. We assess key areas of protection to safeguard your income, assets, and long-term security.
Disability Income Needs- Your ability to earn an income is one of your greatest financial assets. A sudden illness or injury could disrupt your income stream, making it essential to have the right protection in place.
Long Term Care- The costs of long-term care can be devastating to your financial security. Without proper planning, extended care needs could drain your savings and impact your family.
Survivor Needs Analysis- Losing a loved one is emotionally challenging, but financial uncertainty can add to the burden. Our survivor needs analysis ensures that your family is financially secure.
Employee Benefits- Many people underutilize the benefits available through their employer. We help you maximize these offerings.
By securing these protection measures, you can confidently move to the next step—growth and wealth-building strategies—with the knowledge that your financial foundation is strong, resilient, and safeguarded against life’s uncertainties.
Cashflow
Wealth isn't just about what you accumulate— it's about how you use it. Step 3 of the Wealthy Kit focuses on optimizing your cash flow to ensure a smooth, confident transition into and through retirement. We help you align your income sources, expenses, and investment strategies so that your money works efficiently for you at every stage of life.
Retirement Accumulation- Building wealth for retirement is about more than just saving. It’s about strategic accumulation. We evaluate your current contributions, investment choices, and time horizon to ensure your money is growing in alignment with your goals and risk tolerance.
Retirement Distribution- Once you’ve built your retirement nest egg, the next step is turning it into reliable income. We guide you through efficient withdrawal strategies, tax implications, and income timing—so you can enjoy your retirement without worrying about outliving your money.
Healthcare- As you approach retirement, healthcare becomes one of the most significant expenses. We help you plan for expected and unexpected healthcare costs, including Medicare, supplemental insurance, and long-term medical needs—so your financial future isn’t derailed by rising medical bills.
By completing this step, you establish a sustainable, well-balanced approach to managing your retirement funds. The result? Greater financial clarity, confidence, and the peace of mind that comes with knowing your income is optimized for the future you’ve worked hard to create.
THE 3 STEPS TO GET YOUR WEALTHY KIT
1. FREE 15-Min
Clarity Chat
During our 15 min clarity chat we will get clear on what's important to you and identify that data that is most relevant to your financial situation.
2. The Wealthy
Kit Meeting
Meet virtually with a personalized wealth advisor to analyze your specific wealthy kit results so that you have a good understanding of your financial diagnosis.
3. Your Wealthy
Kit Results
Receive The Wealthy Kit with your personalized bundle reports that will show you your top wealth inefficiencies along with our wealthy kit manual.
WE ARE THE MODERN AND EFFICIENT WAY TO BUILD AND PROTECT YOUR OVERALL WEALTH
