Terry Thomason
Retirement Planning Specialist
Colorado Springs, CO
The 5 Major Wealth Transfers
The five major areas wealth transfers occur are:
2. Funding your Qualified Plan
3. Taxes
4. Education expenses
5. Major capital purchases
I am uniquely trained at helping you eliminate unnecessary losses in these five areas. The average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. I take a very different approach where I analyze the entire dollar and specialize in finding areas of your spending that are creating wealth transfers.
Assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns. If I can help you find just 2% of your earnings in hidden wealth transfers, you could save $2,000 more a year. That increases your rate of return on your existing savings from 5% to 55%, without taking any additional risks!
I believe there is more money to be had by avoiding the losses than in trying to pick the winners.
I look forward to working with you to identify potential areas of loss, so you can redirect those funds in a more efficient way.
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