fbpx

Professional Financial consulting

Taking Financial Strategies to New Heights
Learn More

Optimize Your Wealth Strategy Today!

Get A Free Consultation

Never Settle For Less

Our Consulting Services

We are in the business of helping people. We help individuals and families save money. We help businesses reduce needless risks. We help families preserve and protect their financial future.

 

 

HOW CAN WE HELP YOU TODAY?

Performance Analysis

We consistently take a personal approach with every client to determine their needs, goals, and dreams. We then determine through analysis if their current strategy will lead to realistically reaching their goals.

Financial Consulting

We build relationships, teach financial balance, offer safe money solutions, and teach a strategy of sustainable financial security with honesty, integrity, and service.

RoadMap & Planning

We develop a retirement income financial plan that maximizes assets, minimizes taxes, and guarantees the most inflation-adjusted income possible utilizing the fewest amount of assets.

 

HOW WE’RE DIFFERENT

 What Others Do…

 

Look at your risk propensity and determine how much risk you’re willing to assume. Then, attempt to match that with a risk tolerance investment that will hopefully over time perform to your satisfaction.

They also attempt to manage poor performers and replace them over time with better performers so that hopefully when you retire they have picked the right investment products.

What We Do…

 

Our team focuses on minimizing your losses. We endeavor to identify the money that you have no idea you’re losing because you likely don’t completely understand how wealth management works. You incur no expense for our team performing this analysis because we cannot charge a fee. Once we have identified this money, you do not have to increase your risk tolerance in your current portfolio to enjoy this new found money.

The remarkable aspect of what it is we do for our clients is that once we have identified this lost wealth it will come back to you year after year.

Our immediate goal is to identify several of these inefficiencies in wealth accumulation models and simply stop the bleeding. We then recapture the money you had no idea you were losing add it back to your accumulated wealth using a strategy the IRS has endorsed for over 100 years so for the rest of your life you can buy everything you want to buy and never pay another federal income tax again.

Our financial strategists will focus on the WHY rather than the WHAT and always identify the PROBLEM in order to offer a SOLUTION.

 

how to minimize taxes in retirement

How to Minimize Taxes in Retirement – 5 Important Ways!

Do yourself a favor and learn how to Minimize Taxes in Retirement. Smart tax decisions can have a considerable impact on how much money retirees will have in the golden years. One of the best ways to boost returns for clients, according to a study published by...
wealth preservation

Wealth Preservation and Accumulation with Whole Life Insurance

Wealth preservation and accumulation using Whole Life Insurance. When people accumulate wealth, they typically have a sincere desire to preserve it so they can financially protect future generations. One way to do that is by using life insurance. Life insurance is a...
tax free retirement

Solid Strategies for a Tax Free Retirement

Does the idea of a tax-free retirement sound appealing? If so, you're not alone.  With taxes on your income and investments as well as an ever-increasing life expectancy, it's more important than ever to know how to avoid paying taxes when you retire.  This article...
use permanent life insurance in retirement

Remarkable! Use Permanent Life Insurance in Retirement

How to use permanent life insurance in retirement planning. Once you become an empty-nester and had your mortgage-burning party, you might decide that you don't have to keep your life insurance anymore. Maybe, or maybe not. If your life insurance was purchased solely...
whole life insurance benefits

Whole Life Insurance – A Battery of Benefits for a Lifetime

Whole life insurance benefits and rewards. Whether you are anticipating an eventual market crash or even a collapse of the economy, whole life insurance is one particular insurance product that should occupy your toolbox for financial survival. Not just survival,...

Get In Touch

73 College Street
Suite C
Monteagle, TN 37356
(800) 595-1130
info@structuredwealthstrategies.com