Let us bring you peace of mind and remove some of life’s uncertainty by helping you design an effective financial strategy.
Do you find yourself budgeting your money only when needs arise? Do you have objectives in mind, but don’t know where to start? It’s never too early or too late to begin planning for your long-term future or to achieve your short-term goals.
Saving for your first home, buying a vacation house, college tuition costs, starting or expanding a business, plus a multitude of unplanned, unexpected life events can be a financial challenge. The 818 Group will work with you to identify achievable goals, opportunities to grow your wealth, and build potential strategies that protect your financial security and allow you to live your dreams. Together, we can lay the foundation for a solid financial plan that addresses both today and the future.
Creating a financial plan that encompasses your family’s lives or your business with all the complexity and potential change that goes along with it might seem like an overwhelming prospect. In addition to our vast financial knowledge, we offer a tool that is easy to follow and understand so you feel more confident and in control of your finances. The LEAP® SYSTEM™ PS&G Model allows you to look at the big picture of your financial life. We know each client’s needs are unique and should be evaluated as such. With LEAP®, you can simulate multiple financial strategies and compare the outcomes in order to choose which plan works best for you, your family or your business. LEAP® gives you a better understanding of how your money is working for you and is dynamic enough so that when changes do occur, you can quickly and easily visualize solutions or opportunities for growth.
Take control. Take the first step and contact us today.
LEAP System Model Information
818 Group will work with you to construct strategies which will help you achieve your dreams. Keith combines a high level of integrity along with a vast knowledge of a variety of financial matters to develop an effective approach to maximizing your wealth potential.
Using the LEAP® System and the Personal Financial Engineering™ process, we have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis and planning, we will develop a new financial strategy at no additional out-of-pocket cost and no additional risk to you. This new strategy will generate more wealth and help preserve that wealth in a more efficient manner than current traditional methods.
After getting to know each other and discussing your goals and dreams, we will introduce you to the Lifetime Economic Acceleration Process (LEAP®). We will talk about the fallacies of current financial and estate planning and we’ll set your expectations for the future. You will leave this meeting with an understanding of my process and a Confidential Questionnaire to be completed prior to our next meeting.
Questionnaire Review Meeting
Using the completed questionnaire along with the financial documents you have provided, we will discuss your current financial profile.
Protection, Savings & Growth Model Meeting
I will introduce you to the Protection Savings & Growth (PS&G) model. Using the information obtained in our second meeting we will look at your present financial situation and identify the effectiveness or ineffectiveness of your current strategies.
Armed with the results of the PS&G Model meeting and our discussions we will begin implementing strategies to create additional wealth with a minimum of additional expenditures. The number of meetings will depend on the complexity of your personal financial situation.
Wrap-Up and Review
After completing and implementing the initial plan; we will meet with you regularly (at least once a year) to review and modify your plan where necessary to reflect any changes in your financial status.