ARE YOU MAXIMIZING WHAT YOU HAVE?
We found that most people have major assets that they are not deploying effectively in today's turbulent economic world.
We will help to determine what all your assets are doing for you, not just the few that are working the hardest.
For example our clients need to understand what an asset really is.
When you do a traditional balance sheet, anything you own that has value is put in the asset column, example your house even though you owe $203,675 and makes regular monthly payment to the lender.
We help our client to sell or redeploy assets so that they can increase their passive income.
Our strategic review is to determine which of your assets could be deployed more productively. We also take a critical look at the returns our clients are making on their productive assets for example of what use is a $100,000 sitting idle in a checking account earning 0.2%.
We begin by listing all your assets that are bringing passive income and the annual rate of return for each.