Introducing Lineweaver WealthTrac Analysis
We’re excited to share the arrival of our new product, the Lineweaver WealthTrac Analysis. This is a sophisticated 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 innovative 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 sophisticated analyzer also goes even further and offers you a score based on all of this information. We look at where you are now, and where you’ll be in the future using the best strategies to accomplish your goals. Then, we’ll take it a step further and analyze the best strategy to start deriving the income you want in retirement while also minimizing your taxes. That’s a scary time for a lot of people, but this tool can help prepare you so there are no surprises.
We always tell people that we’re here to offer a complimentary second opinion on their portfolio, and this tool can also do just that for us. People are usually surprised at the risk they’re taking and the fees they are paying that are robbing from their returns and retirement income.
We can compare different products, strategies, even individual stocks and bonds across different time ranges to give you real insight into the future of your financial plan.
This, combined with our team of analysts and working with our tax department, we’re able to customize a plan that can help accomplish everything a person wants in retirement with a custom portfolio that matches their goals and objectives with a level of risk that they’re comfortable with.
Our Lineweaver WealthTrac Analysis has been a long time coming to fruition. In celebration of its launch, if you schedule an appointment, we’ll offer you a complimentary report. There’s no cost or obligation to you.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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