Wealth & Protection Analyzer

  • Your Personal Information
  • Your Balance Sheet
  • Your Income Statement
  • Your Cash Flows, Asset Values and Net Benefits


Who We’re Going to Protect – Your Personal Information

Step 1 - 4

Protecting What You’ve Already Built – Your Balance Sheet

Step 2 - 4

Please select your client’s business type
Is client in one of these 4 industries? (Doctor, Lawyer, Consultant, Financial Advisor)
years
Optimal outcomes are achieved with incomes over $200,000.

Protecting What You’re Going to Earn & Build in the Future – Your Income Statement

Step 3 - 4

(checking, savings, CDs)
(cash values less policy loans - NOT death benefit)
(market value less mortgage loan debt)
(furniture, cars, and other depreciating assets)
(owned in your personal name)
(Brokerage Accounts, Stocks, Bonds, Options, RSUs, etc.)
(Corporations or LLCs, including cash accounts)
(NOT including family members)

Maximizing Your Whole Retirement & Wealth Preservation Plan – How we Improve Your Cash Flows, Asset Values and Net Benefits

Step 4 - 4

(401k, Profit-Sharing, etc.)
(Traditional or Roth)
years

Generating report...