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Our Retirement Planning Specialist starts by answering the 4 most important financial questions:

1) Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?

2) Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?

3) Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?

4) Do you know how much you will have to reduce your standard of living during retirement the future to keep your money from running out before your life expectancy?

In the financial world there are two facets, those that specialize in the speculative facet, and those who specialize in the fixed facet. Rarely do you find an advisor that specializes in both the speculative and fixed facets.

These really are two very different worlds. Those that specialize in speculative investing pride themselves in selecting publicly traded companies to place money in with the hope the investment will render a higher return over time than more predictable fixed investments. This philosophy or approach works well until there is an unforeseen economic correction. There is risk in speculative investing that is fine as long as the person doing the investing has ample time to make up for market corrections.

Those that specialize in the fixed investment world of finance eliminate risk associated with speculative investing. The perceived disadvantage to those interested in implementing safe fixed investments over speculative investments is the fear of missing out on the upside potential of the stock market gains. This is a misconception.

Our Retirement Planning Specialists (RPS) specialize in working with products that emulate the upside potential of the stock market, without the downside risk. This sector of the financial industry has only been around for 25 years. One of our Retirement Planning Specialists was an innovator in this market and served on three large companies advisory boards creating and improving these products over the past 20 years. There are very few financial professionals that understand how to use these products to benefit the client as well as they do.

Everyone who is serious about growing and protecting their money should have a portion of their money in the fixed investment world of finance. Using the right product, and the right company is important. Designing the product correctly to optimize the money is even more important.

Once you join the 7 Level Wealth Club you will be given the opportunity to book a free introductory meeting where where you can better understand what it is that our RPS does so you can determine if what they do fits with what you are looking for.

Our Retirement Planning Specialist can help you to:

1) Answer the 4 most important financial questions.
2) Analyze your current financial position to make sure what you want to happen with your money does happen.
3) Balance your speculative and fixed accounts so as to minimize taxation, and market risk.
4) Maximize tax-free retirement income so you never run out of money.
5) Advise on how to most efficiently spend down and maximize income from assets if you are already retired.

No, we just want you to have that as an option if you have an expertise, want to earn more income and want more time/location freedom in your life.

This is done by using the 7 Level Marketing System which is an all-in-one marketing platform that can help you grow your coaching, consulting, or service-based business. The system will help you avoid wasting thousands of dollars on software. The fees for using this software will be discussed on the system demo call.