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THE WEALTH DEFENDER SYSTEM

The Wealth Defender System provides tax-planning, income planning, and retirement planning strategies that meet your specific needs.

In accumulating assets and building a robust source of retirement funds, you have

two main objectives:

  • Efficiently gathering assets

  • Retaining as much as your gathered assets as possible

For the first objective, there are a number of strategies that can be employed to safely and smartly grow your assets, with little to no market risk. For many people, this first objective is what they focus on the most, especially as they hit their peak earning years.


However, just as it is important to grow your wealth, it is as important to retain it, ensuring you do not unnecessarily lose assets to market risk and taxes. Because of longer life expectancies, inflation, and the two factors mentioned in the last sentence, many retirees face a real risk of outliving their income.


So while we can think of income planning in discrete phases (accumulation and protection) both are equally crucial for achieving your financial goals. If we think of financial planning as a bridge, focusing on one side without considering the other, can you leave you in the water.

The Wealth Defender System is designed to carry you throughout the life of your financial plan, from the initial steps of repositioning assets into safe growth vehicles to ensuring distribution of wealth does not face unnecessary tax liabilities. Our goal is to help you build the bridge and get you from one side to the other.


With a dynamic and customizable approach, The Wealth Defender System provides tax-planning, income planning, and retirement planning strategies that meet your specific needs. Whether you are an individual or a business, The Wealth Defender System can uncover the pathway you may wish to take for optimized

growth and wealth retention.



FOR DETAILS, CONTACT FRED SCHWARTZ

ceo@thewealthdefender.com

610.633.0202





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