Guiding you on the journey toFinancial Freedom
Do You Have A Clear Vision For Your Retirement?
When Hilgardt Lamprecht first moved to the United States from South Africa, he found himself asking the same question many Americans facing retirement ask themselves: Will I have enough money to live the life I’ve dreamed of? In “Plan to Succeed with Your LifeWealth,” he addresses some of the most common retirement concerns — and ways to plan for them — including:
- Income & Investments
- Health Care
- Legacy
- And More
Request your free copy today and discover ways to create a successful plan to help turn your greatest dreams for retirement into reality.
OUR IMPACT MAP PROCESS To Make a Bigger IMPACT, You Need a Better Map
Our forward-looking IMPACT Map process will help steer you along the road of security, success and significance through:
IDENTIFY PROBABILITY OF SUCCESS
Is your financial strategy likely to help you live the retirement you've always envisioned?
MINIMIZE RISK
Are you taking the appropriate amount of risk for your personality, preservation and strategy?
PROACTIVE TAX STRATEGIES
Are proactive tax strategies in place to help preserve what you worked so hard to accumulate?
ASSET MIX
Will your asset mix provide continued growth without exposing you to too much volatility?
CUT COSTS
Are there areas where you can reduce expenses or eliminate fees to help stretch your savings?
TRANSFERS OF WEALTH
Have you established a legacy plan to help take care of your loved ones?
CLIENT EXPERIENCE
How can we work to exceed your expectations?
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.