The Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax

treatment, to enhance and maximize future net retirement income.


 Personalized Analysis – After an educational session you may request a personalized analysis.  Simply schedule a future session and complete a personal questionairre.  We will review your financial situation, assets, income, employee benefits, retirement plans, insurance programs, and estate planning.  After review we will compile your personal MAP evaluation including your current assets and current investing cash-flow, as well as a properly balanced alternative based on your risk tolerance and proven MAP principles to maximize your future net income and help accomplish your financial objectives.




What You Can Expect from MAP

* You will discover the advantage of "Horizontal Diversification" between Pre-Tax and After-Tax assets. 


* You will gain confidence that your assets, employee benefits, retirement plans, investments, and insurance programs are appropriate for your stage in life and your tolerance for investment risk.


* You will become better equipped to organize your personal finances in a meaningful manner to help you attain all of your financial goals.



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