15
Oct
When it comes to paying off your mortgage early, opinions are divided and the stakes are high. While many believe eliminating debt is the surest path to financial freedom, others argue that leveraging a mortgage for investment growth can lead…
5:44 min
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🟢 Phase I
Establishing financial principles and key wealth-building fundamentals.
🟡 Phase II
Growing and managing wealth effectively with tax efficiency and disciplined investing.
🔵 Phase III
Generating income, preserving wealth, and preparing for legacy & generational impact.
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🔵 Phase III
301 - Retirement Planning & Income Distribution (Basic Level)
Core retirement planning principles, Social Security strategies, and tax-efficient withdrawal plans.
302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Estate planning, charitable giving, Roth conversions, and sustainable retirement income planning.
303 - High-Level Legacy, Business Succession & Tax Optimization (Pro Level)
Ultra-high-net-worth legacy structuring, business exits, dynasty trusts, and tax minimization strategies.
🟡 Phase II
201 - Introduction to Investing & Wealth Growth (Basic Level)
Understanding investment vehicles, diversification, risk management, and setting long-term financial goals.
202 - Optimizing Wealth Through Smart Investing (Advanced Level)
Portfolio optimization, tax-efficient investing, passive income strategies, and private investment fundamentals.
203 - Maximizing Returns & Private Market Strategies (Pro Level)
High-net-worth investing strategies, hedge funds, private equity, and venture capital opportunities.
🟢 Phase I
101 - Financial Stewardship & Money Management (Basic Level)
Fundamental financial principles, budgeting, debt elimination, and the mindset of stewardship.
102 - Building a Strong Financial Foundation (Advanced Level)
Expands on core financial principles with cash flow planning, emergency fund structuring, and insurance basics.
103 - High-Level Financial Structuring & Risk Management (Pro Level)
Advanced risk management strategies, foundational estate planning, and long-term wealth preservation fundamentals.
I will help save and make my clients money today than they had yesterday.
Label
| Quarter | Media | Author | Report |
|---|---|---|---|
| Q1 |  | Keri Alcos | Report Name / Date |
| Q2 | | Michael Gauthier | Report Name / Date |
| Q3 | | Keri Alcos | Report Name / Date |
| Q4 | | Michael Gauthier | Report Name / Date |
Schedule a call with one of our financial planners to learn more.
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