Macro Asset Perspective

As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.

Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.

The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

Macro Asset Perspective® is a wealth accumulation strategy that encompasses principles of asset allocation relative to risk tolerance, and tax treatments. Ultimately, Macro Asset Perspective® is a strategy that maximizes future net retirement income. The MAP wealth accumulation strategy takes basic financial principles and packages them into a model that is designed to give people a visual picture of where assets can be placed and why. The strategy was developed in the early 1990s and has been taught and used by many of the nation’s leading corporations.

Protect. Accumulate. Distribute.