In a time where so much confusion surrounds what to do financially to protect you and your family, Accelerated Wealth uses what we call a “SMART” retirement solution that makes it easy for you to know exactly where you stand on your road in your retirement process. We use a strategy that mixes the top retirement needs and customize to our clients financial picture.
This phase is what you do during your earning years to build up a nest egg that will provide for you in your future non earning years.
5-10 years from retirement. This phase requires a much different strategy from the accumulation phase because your time horizon to retirement is much shorter and thus you must protect your nest egg while still achieving growth for the future.
The third phase is where you are no longer earning but actually living off what you have saved. This phase requires a completely different strategy than the last two in order to make sure that your wealth lasts as long as you do. To be secure in this stage you need a plan that provides lasting income that you and your spouse cannot outlive as well as protection from health issues, taxes, long term care costs, inflation, liability and the loss of a spouse and pension.
The fourth and final phase is passing what is left to your heirs in a tax advantaged manner so the maximum amount of your life wealth is not eroded by taxes and is distributed as you desire.
At Accelerated Wealth, we understand that every client, couple and family is unique and requires a customized plan compared to a cookie cutter approach. Our SMART retirement solutions are designed by taking into account your life stage, concerns and goals.
Together through our SMART retirement process we’ll design a plan that gives you financial peace of mind and confidence to live the life you want to live.
We specialize in working with business owners, physicians and dentists to mitigate their annual tax liability – on average saving up to 66% of their prior year’s taxes.
We provide Tax Efficient Strategies where advanced ERISA and Corporate tax laws are structured to help businesses operate on a pre-tax (un-taxed) basis, and build a tax-exempt retirement fund.
Preparing effectively, selecting the perfect college or university, and securing the funding necessary to make their attendance possible are the primary educational concerns faced by today’s high school students and their families.
We provide you guidance through an entire process, Scholarship Program application, and preparing you for the most effective College selection, as well as the best funding possibilities.
Our Cashflow GPS software will guide you at every turn in your SMART retirement planning. Cashflow GPS is
• a visual guide to financial freedom
• a comprehensive budgeting system, fine-tuned to your goals
• offers flexibility when life changes
• and tracks all your various retirement accounts in a way that makes sense
We are confident we can create a roadmap for your family to be debt free.
