Prosperity Pathway
Achieve financial freedom through our Prosperity Pathway so that you can take back control of your family's finances and protect it from institutional theft
Prosperity Pathway
Achieve financial freedom through our Prosperity Pathway so that you can take back control of your family's finances and protect it from institutional theft
In this initial phase, the advisor establishes a detailed understanding of your financial situation, needs, and family goals.
Financial Introduction
Financial Education
Goal Setting
By gathering comprehensive information about income, expenses, assets, and liabilities, the advisor creates a clear picture of your financial landscape. Laying the groundwork for effective family financial management will empower you to make informed decisions that benefit your family.
The advisor will guide you on how to utilize your whole life insurance policy as a personal banking system. A disciplined saving strategy is essential for your family’s financial freedom, we will help you develop a consistent saving plan.
Infinite Banking Concept
Saving Strategy
Proper Protections
This step ensures that your family is adequately protected against unforeseen events that could derail their financial plan.
Establishing a living trust is a crucial step in asset control and estate planning for your family. The advisor assists the client in setting up a trust to manage their assets during their lifetime and ensure a smooth transfer of wealth to family members upon your death.
Living Trust
Complete Policy
Legacy Map
Creating a legacy map involves detailed estate planning to ensure your wealth is passed on according to your wishes. This includes planning for the distribution of assets, setting up trusts for heirs, and detailing philanthropic goals if applicable.
This step focuses on growing the family’s wealth through strategic investments and strategies. We will help you identify tax-saving opportunities, such as utilizing tax-advantaged accounts, leveraging deductions and credits, and implementing strategies to minimize capital gains and estate taxes.
Tax Strategies
Asset Building
Wealth Expansion
Continuous monitoring and adjusting of your financial plan ensures that your family remains on track to achieve and maintain wealth independence.
Contact Us
Irwin, PA 15642
Phone : (724) 454-3584
Email : [email protected]
Web : www.remnantfinance.com
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