Hierarchy of Wealth
Step 1: How To Use The Calculator
Now that you've learned all about the different tiers of the Hierarchy of Wealth and how a Wealth Maximization Account™ can help with a balanced investment portfolio, it's time to see how your current assets stack up.
Watch the short tutorial above and download the Hierarchy of Wealth Calculator using the button below to begin your self-assessment.
You'll be able to calculate where your current assets fit and identify how you can restructure your investment portfolio to achieve your financial goals and weather financial fluctuations.
Now you’re ready to take the next step toward growing and protecting your wealth.
Step 2: Finish Setting Up Your Free Consultation
Your registration also includes a complimentary consultation with a Wealth Strategist.
In the next few days, a member of our team will be reaching out to discuss your unique financial goals. They’ll get you set up for your free consultation to discuss how a Wealth Maximization Account™ can work for you.
You'll discover:
1. How to safely diversify your wealth outside the volatility of the stock market.
2. How to gain the best tax protection available.
3. How to get the best combination of safety, return, and liquidity.
Don’t worry, your consultation is complimentary, with no strings attached.
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