Regular Savings
Little can be achieved financially, without establishing a regular, disciplined savings pattern. We will help you find the disposable income you never knew you had, and put it to good use.
Growing wealth is most effective when started at an early age.
When it comes to investing, it is important to remember that there is no single right way to build wealth. For some, paying off a mortgage is the best option, for others it could be building an investment portfolio, buying an investment property, maximizing tax-advantaged accounts or investing in yourself by improving skills or education.
At Afterburner Financial, we can show you how to achieve your dreams — by getting rich slowly, without compromising on your lifestyle choices along the way. Creating wealth is a marathon, not a sprint.
A plan for creating wealth may cover:
Investing
True wealth is built from wise investing. We customize each investment portfolio to suit your personal circumstances, risk tolerance and time frame.
Reducing/eliminating Debt
Not all debt is your enemy, but having a clear strategy to manage and eliminate debt over time is essential.
Building Retirement Accounts
Retirement accounts remain the core retirement nest egg for most Americans. We'll help you make the most of the opportunities and tax benefits.
Minimize Tax Impact
Understanding income tax, capital gains tax, and the various taxation concessions available is key to keeping more of your hard earned dollars.
Protecting Family and Wealth
The best laid plans can go astray without adequate protection. We'll show you how to insure yourself in the most cost effective way.
Estate Planning
As well as making provision for your loves ones, it's important to leave clear instructions of your wishes.
Regular Review
One thing in life is certain change. By regularly reviewing your finances we will help you to keep your financial life in pristine order.
Our specialist advice includes how to:
- structure your assets in a tax-effective manner
- improve your overall 401(k) position
- maximize funding of tax-advantages instruments such as IRAs and Roth IRAs
- structure and repay debt effectively
- create mulitgenerational wealth and enable your legacy