Broker Check

Process

LEAP

The Lifetime Economic Acceleration Process 

  • Uses the "Flow of Money" concept
  • Utilizes cost recovery strategies
  • Identifies wealth eroding factors
  • Recovers Lost Opportunity Costs
  • Provides access to money
  • Using tax recapture strategies
  • Provides Protection and Risk Management
  • Conserves while enjoying assets
  • Has the flexibility to make changes
  • Utilizing an econometric model to measure, verify and implement specific financial strategies.
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