Qualified Financialís Wealth Strategies Group specializes in practical strategies that maximize wealth and protection benefits while at the same time minimizing taxation. These strategies have been endorsed and recommended by leading lawyers and accountants, and have proven valuable to thousands of people just like you.

Contrary to what many advisors would have you believe, a strategy is not a product. A strategy is a carefully devised plan of action to achieve a goal, or the art of developing or carrying out such a plan. Building personal wealth and financial independence is both an art and a science. We use a macro-financial process that focuses on the strategic positioning and movement of your money to improve the effect of its performance over time.

Our strategies consider such issues as opportunity cost, the velocity of money theory and, wherever possible, the need to reduce taxes payable. In addition, our strategies seek to recover transfer dollars spent on benefits that, while necessary, steal money from our long-term financial enjoyment.

Consider this: A family spending $3,500 per year on home and car insurance, from age 35 to 85, will have lost more than $1,000,000* of their future wealth! All or part of this is recoverable and can be put back onto your side of the ledger!

The same holds true for so many of the other financial decisions we make every day. Between taxes, inflation and lost opportunity costs, we may lose more in our lifetime than we will earn. But, with the right strategies in place, you can minimize these losses and at the same time enjoy a better quality of life with:

  • More happiness and success
  • More long-term wealth and retirement income
  • More protection against wealth eroding factors
  • No additional risk to your financial model
  • No additional out-of-pocket outlay

The strategies utilized by the members of Qualified Financialís Wealth Strategies Group are verifiable, giving you the comfort of knowing that what you see is what youíll get.

* Actual loss is $1,077,146.21 when a 6% opportunity cost is applied over the 50 year duration.