The Wealth Maximization Journey:
Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn’t be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
Associates – Financial Planners in Norwalk, CT
The Traditional Method
Many times interactions between clients and their brokers or financial planners are simply a comparison between what “growth” investments the client has and what better “growth” investments their firm offers. Many strategies that may help the client maximize their income or pass on more wealth to their heirs are not discussed. The client may be unaware of significant opportunities to maximize their true wealth.
Our Method
Our method creates a completely different experience. It’s about positioning all different types of assets in such a way as to create a cohesive purpose with four primary objectives:
• Maximize Income
• Maximize Legacies
• Minimize Taxes
• Direct Social Capital
Read more about our method below!
How Our Method Works
DIRECT SOCIAL CAPITAL
Directing what is called “social capital,” or ultimate tax dollars, to charities of your choice.
Get a Copy of Our New Book!
Get your complimentary copy of John’s influential book “The Wealth Maximization Method” today.
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Davenport & Associates
Financial Planners in Norwalk, CT
Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.
Contact Us:
800 Connecticut Avenue | Suite E401
Norwalk CT 06854
Toll-Free: 833-203-8300 | Phone: 203-853-6300
jdavenport@wealthmaxadvisor.com