EK 101
Resources
Wealth Advice Simplified
THE CORE THREE
Game Plan
It’s not all Offense, or all Defense, it’s the Combo of Both – Balance.
Most Financial Plans only Focus on Offense (ie – stocks), ever chasing higher returns.
With no Defensive Component, Taxes drain your funds on the back end.
If you Save $15K a year in taxes in retirement, over 20 years = $300K in savings.
You need a Strategy that:
- Makes Money whether the Market goes Up or Down
- Has Tax Protection
- Locks in Gains
- Protects your Principal
Assets
Over the long term, Assets that appreciate are the best way to Grow Wealth.
These include Stocks, Real Estate, CV Life Insurance, Alternative Investments, and Commodities.
Owning a Cash Flowing Business can be your largest and best asset.
Having access to Capital (cash or credit lines) is crucial to Acquire Assets at Good Prices.
You never know when an Opportunity will arise to take Advantage of.
Good Assets can:
- Act as Security for Collateral to borrow money
- Hedge against Inflation vs. holding cash that devalues over time
- Provides Real Diversification in any economic climate by owning different Asset Classes
Income Streams
Business Professionals need a long term plan, to enhance their options.
We believe You should be able to Exit the Workplace on your Own Terms, not someone else’s.
Most professionals have not given enough thought to their future, particularly an Exit Strategy.
You’ve Worked Hard for what you’ve Earned. Now you need a Tax Control Plan for your Wealth.
Tax Free Matching Strategy:
- Grows your Wealth 60% faster
- Protects your Principal
- Provides You a Tax Free Exit at Retirement ($0 Taxes)
Business Rules –
Business Organized in 7 Rules
Finance Recap –
Finance Down to 7 Concepts
More About the Concepts: Click Here
How Does Tax-Free Matching Strategy Work?
Protects Wealth from Future Tax Increases & Market Losses
Up to 3 to 1 Matching on Client Contributions
Strategy has over $2 Billion Funded & In Force
The Fastest Way to Create LARGE Tax Free Income Streams for Your Retirement
More Info: https://www.wealthforlife.net/taxfreematching/
Learn the Basics of Tax Protection.
Pay your fair share but not more than you should.
One of the most overlooked areas in financial planning for households with income over $100k.
This can have a Massive Impact on your Financial Future, as Taxes will be your Biggest Expense in Retirement.
More Info: https://wealthforlife.net/tax-protection-course/
Wealth Strategies for the Top 10%
Tax Protection & Wealth Innovation
Different levels of wealth require different types of planning.
The reality is there are different rules of wealth depending on how much money you have.
If you are a Wealthy Family or Successful Professional looking to multiply and increase your wealth you will follow planning strategies designed for wealthy families.
What’s the best Tax FREE Strategy for households with income over $200k?
You’ve Worked Hard for what you’ve Earned. Now you need a Tax Control Plan for your Wealth.
Tax Free Matching Strategy:
- Grows your Wealth 60% faster
- Protects your Principal
- Provides You a Tax Free Exit at Retirement ($0 Taxes)
Economic Knight
We provide financial innovation for top earning Executives and Entrepreneurs. We consult on retirment planning, income streams and investments. We also review corporate structures, financials and tax plans.