YOUR PERSONAL WEALTH SOLUTION

Tom and Lois wanted safe and reliable retirement income. EWS helped them achieve that and a lot more.  We showed them how to plug a $185,000 wealth leak, improved their retirement income by 35% and increased what they left as a family legacy.

Our 4-Step Financial Planning Process helped them DISCOVER problems in their current plan, UNDERSTAND the options available to them, CHOOSE the best strategy for their lifestyle and IMPLEMENT that strategy with confidence.

Upon learning that their investments would lose $185,000 from unnecessary fees over the next 20 years, they fired their broker. Besides, that’s great vacation money they needed to keep for themselves. Please do not hear that a broker should not be paid. But when value is absent, it’s time for a change. They also re-evaluated their tolerance for risk and became educated about investment and income alternatives.  Creating 35% more joint income for the rest of their lives was also a relief.

They told us our 4-Step Financial Planning Process was like attending money school. When they were ready, they made changes that they completely understood.

Tom and Lois got their kids involved too.  After all, they need to understand what they may manage someday if Tom and Lois cannot.  We are now in conversations with the children about how they may be able to create their own personal wealth solution.

When you consider that Social Security in its current format is under-funded and traditional pensions may not be available for younger generations, an important conversation may be “how to improve your family legacy”.

After Tom and Lois buttoned up their own financial security, their attention turned to their children and grandchildren. They wanted to know what they might be able to do to create a lasting financial legacy for them.

All it took was thinking outside the box.  Very often a simple solution is possible when you throw away cooking-cutter thinking. Tom and Lois’ children were amazed at what was possible for them.

Imagine what may be possible for you and your family.