You Build your career and business. We'll keep your financial plans and investments on track.
While LifeByDesign360 can help you maximize your opportunities for your career and business, AtlanticMidwest Private Client Services are here to help you maximize your financial opportunities through dynamic proven strategies designed to reduce taxes and to increase and preserve wealth for you and your family.
Investment Strategies: Choose between traditional investment allocation using ETF's or mutual funds and option for our exclusive WealthSentry Asset Management program only available to Private Reserve and Preferred private clients. Learn more about WealthSentry here.
Financial Strategies designed to make your life a breeze
Retirement & Total Financial Freedom: Most people, either overtly or secretly wish for total financial freedom, what most call retirement. However, retirement and real financial freedom can be elusive.
Where do you start? What are the correct strategies for you? How do you incorporate IRA's, 401k's, Pension plans, individual and joint accounts in the best way based on your life?
How much do you need to save? How do governemnt programs life Social Security and thrift plans work into your life?
ow do you get started? How do you progress and recover through a career transition? How do you get ready when that big day arrives?
We have worked with people during each and everyone of these important times to maximize potential and reduce volitility and stress.
With more than 30 years experience, we know exaclty the right moves to make and when.
Career Transition Financial Planning: We are specialists in the area of Career Transition Financial Planning and we teamed our exclusive LifeByDesign360 experience to cover every aspect of the career transition to give you every benefit possible for success.
What do you do with severance pay? What do you consider regarding employee benefits? What do you do with corproate retirement plans such as 401k plans, Thrift plans, 403b's, SIMPLE Plans, pensions and more.
What do you do with corproate Option Plans, Stock plans, ESOP's and a host of other executive benefits?
How do you cooridinate plans and benefits from your past employer with your new employer and your existing financial situations?
We literally wrote the bookon tis topic in From Here to Retirement and our new book, Go from FIRED to HIRED to RETIRED in the Fastest Way Possible.
We know this area better than anyone else.
Estate and Generational Planning: Are you prepared for the enevitable? We are all going to die someday and it's a fact many would rather not face. But not doing anything can lead to disaster!
We are specialists at helping you plan for the orderly transfer of your estate to your loved ones or even a special charity.
We are not attorney's. Our role is to help you create a successful plan and then get you in touch with atorneys that can help you wit te right formulation of Will's, Trusts, Powers of Attorney and memoranum to make an already difficult time, easier on your loved ones.
Tax Reduction Planning: We don't do taxes, we help you with planning to reduce taxes. Taxes are one of te greatest wealth destroyers ever. If you've worked hard and smart, the last thing you want to do is pay extra taxes, especially funding causes that are often at odd's with your beliefs and values.
We help smart clients do smart planning in order to reduce taxes and accumulate wealth.
Combine these strategies and planning with the courses, knowledgeware and community of LifeByDesign360.com and you have a very powerful resource you can benefit from to enhance your life as well as the lives of loved ones you care for found no where else for the rest f your life.
This provides you the edge you need in reaching your retirement goals.