Preventative Wealth Care™

Prevent problems, rather than treat them

What is Preventative Wealth Care?

It provides investors and financial professionals with a compelling advantage.

As the creators of Preventative Wealth Care™, we believe successful investing and ultimately a rewarding and stress-free retirement, is the result of establishing a Preventative Wealth Care™ Plan.

Much like preventative health care, it’s just as wise to prevent or avoid financial problems before they occur. Being proactive versus reactive can be key in maintaining your financial health. Preventing the problems rather than treating the symptoms is the primary purpose of custom portfolio structuring and Preventative Wealth Care™

Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets. PWC is a simple and painless 3-step process of Assessing, Addressing, and Implementing a clear and purposeful wealth care plan with the goal to enjoy gains when they occur and enjoy sleep when they don’t. Not implementing PWC could be “Hazardous to your wealth”.

A key piece of the Addressing step is knowing exactly what you currently have for investment and retirement vehicles. Trading your money to an insurance company may be the most ineffective and inefficient way to create a lifetime income. Depleting your principal is potentially a disastrous way to create income. To aid in this process we created a unique research tool for people who own an annuity. It’s called an Annuity Discovery and you can learn more by clicking on it. You deserve to know exactly what you own. More importantly, what it’s potentially lacking and what may potentially be much better for you. What’s in your annuity?

The Benjamin Franklin axiom that “An ounce of prevention is worth a pound of cure!” is as true today as when he made the quote. Although many people use the quote when referring to health care, we have applied it to wealth care.