The Accumulating Wealth Phase
Phase II
In the Accumulating Wealth Phase, we focus on growing your wealth through sophisticated strategies that adapt to life's changes. At Strategic Income Group, we ensure that your investments remain flexible and aligned with your evolving goals. We leverage our deep understanding of tax laws to help you keep more of what you earn, and we give every dollar a purpose within your comprehensive financial plan. Our goal is to help you accumulate wealth that not only secures your future but also supports your values and legacy.
Learn MoreMoving into Phase II
Moving into Phase II, your financial strategy transforms from a step-by-step plan into a customized set of tasks designed to build not just a prosperous retirement, but a life that aligns with your pre-retirement and retirement goals. We understand that everyone’s financial situation and aspirations are unique, whether it’s buying a second home, paying for college, planning a wedding, or securing a comfortable retirement. Here are the tasks that we will walk you through:
1.
Define Goals and Purpose
The first step is establishing clear, measurable financial goals. Whether it’s retirement, education, charitable giving, or lifestyle objectives, we ensure every dollar in your plan has a specific purpose. This step helps clarify the funding needed for each goal and aligns your wealth-building strategy with your values and legacy.
2.
Flexible Investment Strategy
Life can change, and so should your investments. We design a flexible, diversified portfolio that can adapt as your circumstances evolve. This strategy enables us to adjust your asset allocation as needed, ensuring that you stay on track to achieve your goals while minimizing risk.
3.
Tax-Efficient Growth
We work closely with you to create tax-efficient strategies that allow you to keep more of what you earn. By understanding and utilizing tax laws, we optimize account funding and reduce tax liabilities, helping your wealth grow faster while securing your long-term financial goals.
4.
Advanced Wealth-Building Tool
As your wealth grows, we introduce sophisticated tools and investment vehicles such as private equity, alternative investments, and other custom strategies that maximize growth potential. These advanced tools provide additional opportunities to fund your goals while balancing risk and return.
5.
Monitor and Adjust
Regularly reviewing your financial plan ensures that it continues to align with your evolving goals. We monitor your investments, adjust account funding, and refine your strategy to capitalize on new opportunities or address life changes, keeping you on course for sustained success.
Meet our Investment Professionals
Sit down one of our investment professionals at least once a year (preferably 2-4 times) to review your investment performance. They can help you build a customized portfolio of investments that are right for you. In addition, they should help you manage your investment portfolio with strategic and tactical rebalancing when required by the market.
Meet our Investment Professionals
