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Introducing Lineweaver WealthTrac Analysis

Posted By Lineweaver Financial Group
August 24, 2023 Category: Finance, Wealthtrac, Analysis, Portfolio

We’re excited to share the arrival of our new product, the Lineweaver WealthTrac Analysis. This is a unique tool that helps us not only evaluate your current and future financial goals but to also consider emotions and behavior in a way that helps set you up for success.  This is a powerful tool that evaluates your current and future financial plan in 5 different areas: Personal Information, Financial Information, Investment Goals, Risk Tolerance, and Risk Score. It considers variables like your employment, career and income, your Social Security, what you want out of your retirement, what your current financial situation looks like, and much more. By doing this, it can give you a great analysis whether you’re still working or retired. Wealth planning is always about establishing a goal and working toward it. To help client’s do this, we look at their top three financial goals. We measure where they are now, and what it would take to meet their timeline. Part of those goals is looking at three time horizons and the strategies that are best matched with each. You must think about the short-term, middle-term, and long-term goals.  A truly unique aspect of this program is how it lets us visualize how your risk tolerance and your emotional tolerance match up to the risk you’re actually taking, and the progress you’re making toward your goals.  Our unique analyzer also goes even further and offers you a score based on all of thi