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THE WCA PROCESS AND YOUR PERSONAL FINANCIAL OFFICER

"Creating Financial Harmony & Simplicity for You and Your Family"

YOUR WEALTH CREATION ADVISOR

Think about a world-renowned symphony and its leading conductor. Imagine his hands…his face…and feel the power, precision and deliberateness of his every move. Now consider for a moment what the experience would be like without him.

Chances are, it wouldn’t be very appealing to the ears and it certainly would not make Beethoven or Chopin envious. Now you’re probably asking yourself, “What does this have to do with me?” At WealthCreation Atlanta, money is our music, and creating financial harmony is what we do for our clients.

In the WealthCreation Atlanta Process, we combine extensive professionalism and unsurpassed client service to implement optimal financial strategies. We’ll consult with your existing advisors, asking questions and gaining insights into plans and products already in place.

We’ll then step back and analyze the big picture—assessing performance, linking strategies and making recommendations to ensure that you are getting the most efficient and coordinated financial plan possible. Just as important, we will make sure your financial decisions are focused on what you really want in life and enjoy the journey.

At WealthCreation Atlanta, our goal is to help you improve your financial life.  We want you to optimize your financial position, make better financial decisions, experience your success and enjoy greater free time. In addition, the  WCA Report will provide you with a complete in-depth review of your current financial position continuing to help you to make effective financial decisions into the future.

“Loaned money is so hard to pay back because you must use after tax money to pay back the lump sum that was obtained tax-free.” - Chris Ellington

Many financial institutions would have you believe that your success is dependent upon using their financial product.

The truth is…

Houses are not built by tools, but by skilled craftsmen.

Home runs are not hit by bats, but by seasoned athletes.

The ability to achieve financial success is determined more by process than by product. The WealthCreation Atlanta team will help you understand and implement the process.

LEARN THE WCA PROCESS!

THE WCA PROCESS

We will listen, ask the right questions, and help you understand the options and information in order to put together the most effective process. No matter what your future plans entail, we can help you improve your efficiency towards your financial goals.

Turning knowledge into power…Learn the WCA Process.

Important Questions to Consider:

“Have you implemented steps to help protect your assets from creditors and lawsuits?”

“Do 15 year mortgages or accelerated mortgage payments make sound financial sense?”

“Do financial institutions limit your control and ability to create wealth?”

“Is your 401(k) going to prevent you from enjoying the retirement you hoped for?”

“Are you aware of strategies that enhance your wealth while providing family enjoyment today?”

“Would you like to explore strategies that help avoid income and estate taxes?”

“Would it concern you if the tax rate on your IRA/401(k) were much higher than you anticipated?

“Is compound interest really as good as financial institutions want you to think?”

“Is your current planning helping you achieve desired results?”

THE FACTS

LIFE CHART: REMAINING YEARS (AS OF 2016)

Remaining years graph: Leap System Inc.

1913 -2015 TOP INCOME TAX BRACKETS

Income tax graph: Mortality Tables: Citizens for Tax Justice May 2015