Employees invest where they want with a self-directed option
Alternative Investments with predictable, contractual returns (e.g. real estate, insurance, annuities, oil/gas, precious metals)
Traditional Market Investments (e.g. stocks, bonds, mutual funds, ETF’s)
Safe Investments (e.g. cash value life insurance, fixed annuities, fixed index annuities, and CD’s)
Pay for medical related expenses using tax-free dollars using a 401h as part of your 401k plan
Comprehensive Financial Roadmap Planning
Organize all the pieces of your financial puzzle.
Determine where you are today, where you want to be tomorrow, and map out how to get to your retirement destination.
Roadmap development process built around finances, social security planning, student loan elimination, debt reduction planning, tax planning, medicare planning, education planning, estate planning, reallocation planning, and budget planning.
Individual Financial Wellness Education
An on-demand financial education program from the comfort of your home geared toward bridging the financial education gap of individuals
Large percent of americans living paycheck to paycheck regardless of income
Student loan debt on the rise
Lack of savings (i.e. emergency funds)
Most Americans lack a comprehensive retirement plan
Enhance your corporate benefits education
Enhance your investment understanding
Long term care planning
Wealth CAP is True Diversiﬁcation Beyond Asset Classes
Imagine diversifying your assets into a bucketing system where each bucket is internally protected from each other while also being diversiﬁed by asset classes:
Bucket 1: Market Investments
Bucket 2: Alternative Investments
Bucket 3: Safe Investments
Bucket 4: 401h* (Only 401k Plan)
Wealth CAP gives you Gains, Liquidity, and Protection
Traditionally you can only get two of these three choices under most circumstances. For example, if you wanted to invest in the Stock Market, you will have the potential for gains and liquidity. However, you will lose protection. If you, on the other hand, wanted to be in a cash position (holding your money in a bank), you will have liquidity and protection but will lose gains. This rule tends to be consistent across the board for all investments today.
So, how do we solve this issue? We’ve changed the playing ﬁeld by creating a process which allows our clients to take advantage of all three choices: Gains, Liquidity, and Protection within a uniﬁed strategy – the Wealth CAP Strategy.
401h - The New Gold Standard to Offset Medical Related Expenses During Your Golden Years!
As we get older, we often are afflicted with increasing health challenges. Do you have a plan to handle this fact of life…getting old with failing health?
Why not take advantage of a not-so-well-known provision within ERISA Law that allows part of your 401k plan resources to be dedicated to helping you offset future medical related expenses while in retirement on a Tax-Free basis?
It is as easy as 1….2….3. Let us help you plan for a better retirement by allowing you to also plan for increasing medical expenses as you age in retirement!
Click below to learn more about how we compare to other providers of Investment/Retirement Accounts
Wealth CAP vs Others (401k’s)
Diversification (How Are We Different)
Freedom to invest where you want in alternative, safe, and traditional investments with self-directed option. To learn more call us today at (833) 201-7021.