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Building Wealth
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2 Estate Planning
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Home - Building Wealth | wealth.wmg-financial.com Reviews

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Building Wealth

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1

Retirement Planning - Building Wealth

http://www.wealth.wmg-financial.com/2.html

Charting the Course to a Better Future". Do you know what it takes to work towards a secure retirement? For a complimentary review of your retirement plan. Maximizing your retirement savings is a smart way to create a solid foundation for your future. But, the reality is, you will need to save for more than just retirement. Balance your savings goals. SOURCES OF RETIREMENT INCOME. 2 Inheritance: Very few Americans 9% expect that an inheritance will be a major source of retirement income. 6 Part-time work...

2

Debt Management - Building Wealth

http://www.wealth.wmg-financial.com/7.html

Charting the Course to a Better Future". With a debt management plan, you may be able to Repay debt without hurting your credit, then use your credit to borrow short term funds for business and investment purposes. We can assist you in developing excellent credit through our debt management program that enables you to reach your financial goals and strengthen your credit. Contact us. For a complimentary assessment of your credit. We often charge up-front fees as an 'admin' charge, and then will charge an...

3

Estate Planning - Building Wealth

http://www.wealth.wmg-financial.com/4.html

Charting the Course to a Better Future". No matter your net worth, it's important to have a basic estate plan in place that protects your assets. Such a plan ensures that your family and financial goals are met after you die. Your assets include your investments, retirement savings, insurance policies, and real estate or business interests. Ask yourself three questions: Whom do you want to inherit your assets? Whom do you want handling your financial affairs if you're ever incapacitated? Inheritance can ...

4

Building Wealth - Building Wealth

http://www.wealth.wmg-financial.com/3.html

Charting the Course to a Better Future". However, that advice although standard is the minimum you should strive for. Saving Goals must include:. 1 Emergency (3 months of current income). 2 Major Capital Expenditures - car, appliances,. 3 Uninsured Medical Expenses. We recommend starting with an emergency fund first as it is the shortest term category. Once you accumulate savings that equal 3 months of expenses, simply open separate accounts to begin saving for other categories. Although retirement is ce...

5

Asset Protection - Building Wealth

http://www.wealth.wmg-financial.com/9.html

Charting the Course to a Better Future". More and more Americans are beginning to understand the importance of preserving their wealth from creditors and plaintiffs through genuine and valid asset protection techniques. We have over 30 years of experience designing asset protection plans and strategies. In any case you want to seek the qualified advice of our staff for any planning and make sure that you don’t let a secondary benefit undo your primary goal of protecting your assets. We commonly use a com...

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Home - Building Wealth

Charting the Course to a Better Future". Welcome to our Services Site. When the future of your well being must be created, protected, and grown you can rely on us to give your the right techniques, strategies, products, and knowledge to build your estate, protect your assets, and create a legacy. We provide comprehensive wealth building services including, retirement planning for individuals, employee compensation plans for businesses, estate planning, and wealth management services.

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