Off Season Offense

How does high performance hire high performance? With above average incomes and lifestyles, many go without proper guidance despite the lasting effects. So, how do you build your financial dream team. Do you pick most trusted, most likable, best strategy, or do it yourself? This is where most get it wrong. Just like an NFL team picks a head coach or company picks a CEO…they get hired for their strategy. So should you when it comes to your personal advisory team. You want results, not another client event. 

Many coaches (and executives) seem to think their Capital Accumulation Plan (401k) is always going up. Unfortunately with the default strategy its been only your paycheck contributions that have move the chains. If you  read our free investor behavior report you'll know that mutual funds witnessed a flat decade, especially given only eight investment choices. Don't make your busy schedule the excuse, book a meeting today.

Income Impairment

It's no secret that rates have decayed and are at historic lows.  Your best defense might be a Pension Income Buyout solution that offers a higher yield and diversification. In this billion dollar industry, institutions and prudent investors are taking full advantage of this opportunity with yields from 6% to 9%. This allow them to stay ahead of inflation and not take on additional risk in the bond or stock market. Federal and State pension income streams are on sale at a substantial discount! To learn more, have 3 Pointe provide you with a custom quote and detailed explanation. Don't let the banks capture hundreds of basis points on your money. They already got their bailout. When will you get yours? You deserve better and will not be treated like another number.

Owners Off 59%

Accurate valuations are critical to business owners as it relates to decades of hard work. Without one, business owners do not know where they stand in regards to buy-sell funding, estate tax liabilities, buyer demands, providing for heirs, etc. Unfortunately only a few business owners work with a professional to get an accurate valuation. A 2010 study found owners misjudged their company’s value by 58.9%! For example, a business with an estimated worth $5 million would actually be as high as $8 or as low as $2 million.

Owners typically think they know what the business is worth or don’t want to spend any money getting a valuation. We can help by providing you a valuation report for hundreds of business types, from medial practices, law firms, to construction companies. Depending on size and type, we can connect you to the best valuation specialist. Call today to schedule a consultation.