Strategy

Our strategy is to provide our clients with an economic model that allows them to determine if the financial decisions they have made are accurate and appropriate to their situation. We focus on strategies and processes that are designed to be verifiable and structurally sound, and work under any given set of circumstances. Using the Lifetime Economic Acceleration Process™ We have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning, a personal program is developed designed to leverage all aspects of a client’s financial situation, and provide an integrated financial program to help them reach their financial potential.

The PS&G Model®

You probably own a variety of financial products and have made many financial decisions. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient strategy. Without a financial model to assess, evaluate or measure each financial decision, your money may become uncoordinated, inefficient and unproductive.  Get your financial life organized.

The LEAP SYSTEM® has built the PS&G Model.

It is a financial model that contains many (or most) aspects of your financial life. It provides you with a full view of your financial situation categorized into three components of Protection, Savings, and Growth, designed to make it easy to understand and follow. You can participate in the evaluation process by having this unique tool available to you. Educate yourself… An educated consumer is in a better position than one who is unsure and insecure about the money decisions they are forced to make in life. The PS&G Model provides you with a tool designed to measure and coordinate each money decision with the purpose of achieving financial independence.

As a LEAP SYSTEM licensed professional, we will show you how to use this model to measure and compare financial decisions you make helping you choose the one that you feel is most appropriate.

Wealth In Motion®

Wealth In Motion is a sophisticated piece of modern technology. It is a powerful financial simulator that allows you to view your current and future financial positions. Together we will examine the impact and determine the effect that wealth-eroding forces may have on your financial situation, and develop strategies designed to help reduce their effects while helping to increase your wealth.

Wealth Eroding Forces

  • Taxes
  • Inflation
  • Market Fluctuations
  •  Interest Rate Changes
  • Planned Obsolescence
  • Technological Change
  • Premature Death
  • Disability
  • Education Costs
  • Insurance Costs
  • And many more

The Wealth In Motion strategies are not based on what products you buy; rather, they are based on how effectively you manage what you already have. By helping your assets work as efficiently as possible, you will have the opportunity to generate and maintain wealth.

By focusing on the strategic allocation of your financial model rather than on what products you should buy, we will be able to help you achieve your financial potential.