Improving Your Financial Status
people.process.technology.
Wisdom
is guided knowledge
What if everything you thought to be true about money isn’t true, when would you want to know?
Throughout your lifetime, you may have a lot of money pass through your hands, but, it is limited. The time you have to make that money is also limited.
Every dollar that you make has a greater potential value than the dollar itself (called your money’s earning power). So, if you unnecessarily spend/lose a dollar, you’ve not only lost that dollar, but also what that dollar could have earned you had you kept it.
The only way to win is by knowing the rules. You’ve probably heard it too, that it’s what you keep that matters. But trust and believe that what really matters is how you put what you keep to work for you. And, it’s best to start early.
Solutions
for real life
Today’s era of unlimited opportunity and transparency in information demands new levels of collaboration to improve your economic performance. By adopting new strategies and aligning goals, we work with you to design solutions that meet your unique income challenges and personal outlook. Our proven approach focuses on people, process and technology to develop a road map to get you out of debt, minimize risks, avoid losses, improve financial status and protect your wealth.
In delivering solutions tailored to meet your unique needs, desires and goals, we leverage state-of-the-art wealth building technology and proven best practices with the financial expertise needed to transform your overall economic status and performance and support sustainable long-term goals, up to and including end-of-life directives.
Our financial advisors will work with you to assess your income needs, risk tolerance and retirement goals. You will then be guided through suitable options, including the most tax-efficient strategies, and create a plan to build and protect your wealth.
Proposals
information, tools & services
Pattern success and success becomes your pattern. Be financially ready!
Have you heard? Average Americans spend 97 cents of every dollar they make. That leaves only 3 cents toward saving. And what’s more, the average financial advisor will suggest taking that 3 cents and using it to chase higher rates of returns (psst, that means taking higher risks).
You can see why it’s important to have the right people to guide you in your financial decisions. Come on, speak to us. Together we can prevent unnecessary transfer of your wealth. Together, we’ll take you above average.
Life/income protection & expansion
Real-Life Solutions: Living in the now while preparing for later. Create longevity, liberty, and legacy.
Career solutions
Real-Life Solutions: You want success and we'd love to help make it happen. Push past your limitations and be the CEO of you.
Meetings & free events
Real-Life Solutions: See yourself in the bigger financial picture. Schedule a strategy session, attend a workshop, or invite us to speak at yours.
our expertise includes:
Wealth building strategies
Life insurance
Annuities
Estate planning & asset protection
Tax-free retirement planning
Housing wealth strategy (HECM/the new type of reverse mortgage)
Qualified plan review & conversion (401K, 403B, etc.)
College planning & funding
Mortgage planning & protection
Debt elimination strategies
Lifetime income strategies
Business succession planning
Practical financial know-how
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Let us help you meet your goals
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You’re a change maker. Let’s do this!
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This site content is developed from sources believed to be providing accurate information and is intended for USA residents only. The material was produced to provide information on a topic that may be of interest. The opinions expressed and information presented are for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific financial products or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.
Wealth Messengers LLC does not provide tax or legal advice, and the information contained herein is not intended as such. Please consult tax or legal professionals for specific information regarding your individual situation.
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Important Consumer Information:
Wealth Messengers LLC is a registered agency. The Agency only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Reverse mortgage advisory services offered through HECM Advisors Group. HECM Advisors Group and Wealth Messengers LLC are unaffiliated, independent entities.
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