Financial Planning

Elements of Financial Planning

Well planned and thought out financial planning should be based on the following three elements:

Our first mission is to create cash flow for our clients.  Then it is to minimize your out of pocket contributions.

Insurance based solutions have an important role in mitigating the financial impact of critical illnesses.  Our holistic planning approach protects our clients from unforeseen catastrophes.

Whether it is to grow your business, for retirement, or to build a legacy, we believe that you should build a conservative foundation.  With our unique approach, we can design a tax efficient savings plan for you.

Tax Efficient Financial Planning

None of us has control over what the tax brackets will be in the future, but the general consensus is that it is likely to go up.  With that in mind, it is imperative to consider what our clients’ tax implications are going to be when they start receiving their retirement income from their plans.  For some, this might be a moot point, but for many others, this could be the difference between being able to enjoy their retirement and living below their standard of living.  For this reason, tax efficient financial planning cannot be overemphasized.

financial planning

Infinite Wealth

Infinite Wealth is our concept of truly becoming financially free and independent.  To simply put it, it is for you to do what banks have been doing for a long, long time. 

1) You grow and keep your money earning compound interest.

2) You use other people’s money paying simple interest.

3) You thereby take the full advantage of the idea of arbitrage and collateralization.  Our experts are here to help you get on the road to your financial freedom via Infinite Wealth.

What Makes Us Unique?

Far too many people either are just ill-prepared for their retirement or have inadequate financial plans in place for one reason or another.  What makes us unique to them is that our focus is not primarily on recommending financial products.  Rather our focus lies in ways to save the clients’ money first.  Money they might be overpaying to the IRS.  Interests they are paying to their mortgage companies over their lifetime and so on.  These monies saved can help fund their financial plans adequately.  ONE Platform combines these components in a full collaboration, and our experts develop customized designs of Infinite Wealth for our clients.

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