ThE UlTImATE FINANcIAl STRATEGIES & SOlUTIONS

Chapter 36

thetMAU l I te FInAnCIAl

stRAtegIes & solUtIons

— A PLANNING GUIDE WITH

YOUR OWN WEALTH TEAm

By roGer a. reKate Cpa

In today’s financial world, we need strategies for financial success. You
can do this by plugging into a Team of Advisors who would create your
own Wealth Team. This is the key to meeting your financial goals. The
Wealth Team can keep the entire approach simple by focusing on three
areas individually to preserve your wealth, protect your assets, and save
on taxes.

We believe there are five areas of planning where your financial needs
and goals will need to be focused – depending on what you own, your
goals, and concerns. Our focus will be on personal and estate planning,
business and succession planning, and real estate planning. It’s our be-
lief everyone will be exposed to market and tax risk in all of these areas
of planning. Having your own wealth team planning for your unique
situation is crucial not just for your estate, but for many generations to
come!

The Ultimate Financial Plan solves your problems with strategies and
solutions from a Wealth Team with Advisor Ink as the Wealth Coach
leading the Team. First, you discuss your Ultimate Goals with the Wealth
Team and gather all the information needed. The Team’s Ultimate Goals