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Strategies
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WEM designs financial
strategies that build secure wealth
for families seeking success, security
and significance. We utilize a combination
of tools according to your capabilities,
goals and comfort levels. These
tools capitalize on the 3 marvels
of finance: Safe positive
leverage, Compound
interest and Tax
free accumulation of gains.
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Investment real
estate to build wealth: a turnkey
program utilizing one of history’s
best wealth building tools;
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Alternative
Investments uncorrelated to
any other market, low risk,
solid return wealth building
tools;
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Tax advantaged
vehicles that allow for tax
deferred growth of your funds
and free access to your money;
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Mortgage acceleration
and debt elimination tools to
break the shackles of debt
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Strategies
that Build Secure Wealth
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6 Step
Process
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| 6-Step
"Right Track" Process:
unique in the industry. We teach
and demonstrate cutting-edge concepts
and tools so you can make the right
decisions for your future.
You can experience the first
five steps without cost or obligation
or risk. You can take your customized,
wealth-building Strategic Solution
and walk away if you want. We
hope you'll choose to execute
the strategy with us since we've
identified the best tools and
companies to use to implement
these strategies. Furthermore,
we know smart people who've insisted
on going it alone and regretted
making the wrong choice and a
critical stage. You'll have plenty
of time to decide if you want
to work with us or not during
the first four steps of the process.
Here are the steps to our consultative
process: |
| 1.
You learn about our process by watching
our DVD or online videos, reading
one of our recommended books, or
attending one of our public presentations. |
2.
We have an initial meeting
where 2 things occur:
- You share a financial snapshot
of your current circumstances
and we discuss your goals and
objectives.
- You learn as much as you want
about our company and it's personnel
to see if you're comfortable
working with us, and vice versa.
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| 3.
We use our software to analyze your
data and design The Strategy that
best matches your capabilities and
objectives. |
| 4.
We meet a second time for
you to receive The Strategy. You
learn the rationale behind the choice
and use of particular tools we recommend,
the expected results and respective
timelines, and all the costs and
fees that might be involved at each
stage and for each tool. |
| 5.
You decide to implement
The Strategy. |
| 6.
We help you execute The Strategy
and guide and monitor progress with
periodic review as called for in
the plan. Typically, the initial
phase (3 to 6 months) is the most
intensive. |
Get the process started today to
increase the freedom, security and
options you want for your life.
Call 206-388-4074. Or email info@equityguys.com
with your name and phone number
and we'll contact you. Take action
today. |
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ADDITIONAL
RESOURCES:
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- View a sampling of CASE
STUDIES
- View a list of upcoming presentations
HERE
- The Federal Reserve Bank of
Chicago Publication: "Tradeoff
between mortgage prepayments
and tax-deferred retirement
savings."
- Selected and recommended reading
list is HERE
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