Wealth Building

378045al-famThe Wealth Building phase focuses on saving and investing money for both current and future needs, wants, and desires such as cars, homes, appliances, children’s education or for one’s own retirement. Most people are persuaded to compound interest, use dollar-cost-averaging, allow dividends and capital gains to be reinvested and have a tax deferred retirement plan such as an IRA, 401k, etc. Many of these techniques have advantages but also contain disadvantages that, if unchecked, will seriously erode one’s wealth. The Wealth Maximization Group will assist you in avoiding these common mistakes while providing an efficient and effective strategy to create more wealth.



  • Living Expenses
  • Income Taxes
  • Lost Opportunity Costs
  • Inflation
  • Market Fluctuations
  • Capital Needs
  • Lawsuits
  • Fees & Charges
  • Loan Interest and More …
  • Reduce Income Taxes
  • Reduce Market Risks
  • Avoid Lost Opportunity Costs
  • Increase Rates of Return
  • Increase Protection from:
    – Suit
    – Death
    – Disability
  • Eliminate Unnecessary Fees, Costs and Charges