How Much is Enough? Here You Go

How Much is Enough? Here You Go

“Well Accumulated” is actually one of seven FLOURISH! Activators™ we have studied extensively.

Since our formula is based upon a multiple of tax-grossed-up spending targets (to maintain your desired standard of living beyond locked-in income sources, such as social security and pensions) we are prepared to help anyone achieve a “well accumulated” state by altering three levers to reach specific standards we have established:

1. Spending level (grossed up for taxes)
2. Accumulated assets (not including personal assets)
3. Personal assets (personal residence(s), personal property, luxury assets)

What, in summary, are our well accumulated standards?

There are many reasons why we have selected these targets. The art and science of proper wealth management, retirement planning and portfolio management, to be depletion-resistant wealth stewards and penalty-resistant investors, is best practiced when these formidable targets are front and center. When we meet to discuss your situation, we will demonstrate the many ways we can assist you in reaching and exceeding these well accumulated standards.