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How Much is Enough? Here You Go

We are prepared to help anyone achieve a “well accumulated” state

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?

GoodGreatSpectacular
Safety Assets1x3x5x
Market Assets25x30x40x
Aspirational Assets0x to 10x0x to 20x0x to 40x

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.

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Perspective Advantages
  • Investment Commentary
  • Informative Guides
  • Form CRS
  • Form ADV

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