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Complimentary Consultation

“Compound interest is the eighth wonder of the world. He who understands it earns it and he who doesn’t pays it.” ― Albert Einstein

The Private Reserve Strategy™ is designed to help you develop or improve your financial position by avoiding or minimizing unnecessary wealth transfers where possible and accumulate an increasing pool of capital that provides accessibility and control. A fundamental key to the Private Reserve Account is that the money must be accessible through collateralization.

We will help you to understand why avoiding losses is more important than picking winners. It makes little sense to have a million at retirement only to discover you lost a million along the way!

We offer a complimentary financial consultation geared to help you learn the strategy for becoming a wealth creator.

During this consultation, you’ll learn:

  • The difference between a Debtor, a Saver, and a Wealth Creator.
  • How to calculate your Lifetime Capital Potential.
  • How to minimize losses from the interest you are paying to banks and finance companies for the major items you need during a lifetime. This includes items such as automobiles, major appliances, education, homes, investment opportunities, business expenses, etc.
  • The difference between amortizing and compounding.
  • Why you can’t afford to kill compounding in your account.
  • The difference between paying cash and collateralizing.
  • What collateral capacity is and why it’s one of the keys to planning for your financial future.
  • Benefits of all Private Reserve account options and which account has the most benefits.
  • How to access your Private Reserve account for large expenses or investment opportunities.
  • How to receive a complimentary Retirement Report that will answer these questions:

           ➢ What rate of return risk do I have to take for my current plan to work?
           ➢ How long will I have to work before I can afford to retire?
           ➢ How much do I need to be saving to reach my desired income?
           ➢ How much can I afford to spend and not run out?

Have questions or ready to get started? Contact us for a complimentary consultation.