What I Do and How I Can Help You
First of all, let me thank you for taking the time to review my website.
Most people have many questions when it comes to their financial health and future. You also may have apprehensions about meeting with a stranger regarding your finances, maybe even tired of the same old selling me another product approach.
Please let me assure you that our first appointment is meant for you to just get to know me and understand fully what it is I do that could benefit you. I am also very interested in your hopes and dreams.
Statistically 90% of Americans are not on target to retire the way they’d expect to, let alone the way they dream to. The average American has a negative savings rate and spends 34% of their after tax dollars on interest to financial institutions.
I use a system called Money Trax, that will teach you about your “Circle of Wealth” and it’s three parts: #1: Lifestyle, #2: Accumulated Assets, #3: Transferred Wealth.
I find that most people know very little about transferred wealth and the extremely negative effect it can have over your lifetime. People make these transfers either un-knowingly or un-necessarily. These transfers could be costing you literally hundreds of thousands of dollars! “When would you want to know about them”? With just a short amount of time invested on your part, we could discover together if this is a problem for you.
EXAMPLE: Did you know that the strategy you use to purchase your next 4 cars could cost you as much as 4 million dollars or make you as much as 2 million dollars over your lifetime? That is 6 million dollar difference.
Keep in mind this is only one of the areas of your life that you could be making un-necessary wealth transfers. The time you would spend with me discovering these will be invaluable to you, please take the time. Please let me know when you are ready.
May your future be as bright as your smile!
Brett Luedde
Most people have many questions when it comes to their financial health and future. You also may have apprehensions about meeting with a stranger regarding your finances, maybe even tired of the same old selling me another product approach.
Please let me assure you that our first appointment is meant for you to just get to know me and understand fully what it is I do that could benefit you. I am also very interested in your hopes and dreams.
Statistically 90% of Americans are not on target to retire the way they’d expect to, let alone the way they dream to. The average American has a negative savings rate and spends 34% of their after tax dollars on interest to financial institutions.
I use a system called Money Trax, that will teach you about your “Circle of Wealth” and it’s three parts: #1: Lifestyle, #2: Accumulated Assets, #3: Transferred Wealth.
I find that most people know very little about transferred wealth and the extremely negative effect it can have over your lifetime. People make these transfers either un-knowingly or un-necessarily. These transfers could be costing you literally hundreds of thousands of dollars! “When would you want to know about them”? With just a short amount of time invested on your part, we could discover together if this is a problem for you.
EXAMPLE: Did you know that the strategy you use to purchase your next 4 cars could cost you as much as 4 million dollars or make you as much as 2 million dollars over your lifetime? That is 6 million dollar difference.
Keep in mind this is only one of the areas of your life that you could be making un-necessary wealth transfers. The time you would spend with me discovering these will be invaluable to you, please take the time. Please let me know when you are ready.
May your future be as bright as your smile!
Brett Luedde
