Welcome to Wealth Coach!

There seems to be no shortage of financial advice, but that has not led to economic success for most. Too many Americans are having trouble saving for their own needs and wants while struggling to pay down debt and keep up with the rising costs of healthcare and college educations.

Many are saving in their 401(k) plans and other qualified retirement plans, crossing their fingers it will be “enough.” Meanwhile, even those considered relatively wealthy are often unsure of how to grow their assets while protecting them from market instabilities, and taxes.

At Wealth Coach, we don’t aim to help people succeed better at flawed strategies; rather, we offer a total paradigm shift about wealth-building. The fancy term we call it is Macro-Economic Planning. It’s the goal of looking at the total movement of your wealth and how to take advantage of things that you are already doing today. We also question the financial assumptions we’ve come to accept as true and provides an alternative to “typical” financial planning.

Macro-Economic Planning isn’t something that we have just discovered; rather it is a set of concepts that we have rediscovered. It employs common-sense principles and strategies that preceded the rise of the 401(k) (for you financial history buffs, it was The Revenue Act of 1978 that created the 401(k)) and the financial planning industry. It shows us how to optimize wealth by keeping it in our control rather than delegating our financial futures to Wall Street, big corporations, and the government.

Macro-Economic Planning can use traditional wealth-building tools such as owning a business, investing in real estate, and saving, borrowing and transferring wealth with dividend-paying whole life insurance. It’s NOT gambling on Wall Street, or putting your nest egg into retirement programs where the government gets to tax them later.

Macro-Economic Planning represents different values and principles than typical financial planning. It also represents different strategies than typical financial planning. Ask yourself these questions, should you…

  • Hand over all of your savings to companies who will charge “management fees,” whether or not your funds are gaining or losing?
  • Analyze your “risk tolerance” (i.e., how comfortable you are with losing money) while subjecting your assets to losses?
  • Max out your 401(k) and cross your fingers that you’ll someday have “enough” to live on, without running out?
  • Take tax deductions now by putting money in a qualified retirement plan, only to pay more taxes later?
  • Tie up all of your dollars in accumulation vehicles that penalize you for using your assets and prevent you from borrowing against your them?

We think there’s a better way.

We practice Macro Economic Planning because we don’t believe that “typical” financial planning works very well! Commonly-accepted financial advice often does not tell the “whole truth” about your money, and it doesn’t do a very good job of protecting your money, either.

Typical financial planning is “better than nothing” and will get you partway up the hill, but we want to show you how to reach the “mountaintops” of prosperity. We invite you to explore this website and contact us to explore how Macro-Economic Planning can help you!

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