JARED J. MAHER, LUTCF® FINANCIAL ADVISER* MACRO ASSET PERSPECTIVE® CERTIFIED 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. |
