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Financial Services Brochure to differentiating this counselor as somebody who understands the concept of ‘financial intuition’.
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Your financial intuition / A world of choices working together
Everyone has a financial story. And everyday, the education I have received during my 30 years of successful financial counseling, inspires me to invest in and learn about your unique story. It’s old wisdom, but just as true today as it ever was: your financial history is as unique as you are. My goal is to provide you and your family with an environment to financially and personally flourish.
It’s important to recognize many factors have been working for many years in all of us to shape our concept of our own financial destiny. Yet we also know coldly analytical investment options only appear safe on paper; we know excellent financial growth isn’t just accidental, or based on luck, or reserved for a select few who have discovered some kind of financial planning secret.
What I hold dear to the process of helping others is learned from my clients and their financial successes – that is, to respect your unique financial intuition. Your intuition is where your heart is. Financial wisdom helps you creates new financial goals based upon the strength of truth provided. It is the authentic gateway to your financial destiny.
A trustworthy relationship with a knowledgeable financial counselor who is, above all, interested in your financial story creates successful financial growth.
From Intuition to Realization
When you discover new financial options, you begin to feel liberated from concerns you were unable to put into words. Providing thoughtful counseling allows you to experience a new freedom, which becomes the courage and confidence to achieve more than practical financial goals – renewed confidence inspires new dreams about what is possible to achieve. My personal sense of accomplishment as a financial planner comes from providing you the freedom to dream without limits or inhibitions. I work to inspire your practical belief in what you may not know is possible to financially achieve.
Yet, only a Financial Wealth System based on discovery:
- Protects you from unforeseen losses
- Shields you from oppressive taxes
- Provides the ability for you to accelerate and enrich your retirement
United with a customized Legacy Plan:
- To unify and strengthen your business destination, ensuring limited amounts of capital gain, estate and income taxes
- To fortify your estate and create a comprehensive plan for your financial heirs to succeed.
- To achieve lasting personal significance to your heirs, family and community.
As always, a solid foundation in financial planning is based in our ability to recognize your legitimate concerns, together. Asset Protection, Taxes, and Retirement.
It’s not how much you are worth. It’s how well you control your wealth.
— Do you have a 401K with the potential for you to retire earlier than you planned?
— Did you realize an estate worth three million dollars or more is liable for taxes that equal to 49% of the worth of that estate? Have you heard of the IRD tax?Unfortunately, most haven’t. An Income in Respect of the Decedent tax can wipe out as much as 75% of your pension or IRA account.
Have you thought of becoming a voluntary philanthropist and self-directing your tax obligation to worthy causes?This decision could greatly increase or even multiply your family wealth, and provide your estate a philanthropic identity.
— And naturally, any litigious actions against you demand a fortified protection of your assets.
Extensive training in several important areas - income taxes, investments, business succession, retirement insurance, estate planning and relationship counseling - provides both the heart and infrastructure used to become knowledgeable about your financial goals. We will work together to understand the reasons why you have chosen those goals to represent your long-term financial vision. Your own financial intuition is most important to your long-term financial success.
Let’s sit down together and learn more about your financial goals. In one meeting we can discover new and valuable ways to consider your financial future.
A Career Change Success Story
With a little help from PWGC
“Not many people leave lucrative engineering positions at Hewlett-Packard to become police officers. “All my life I wanted to serve and protect my community. Graduating from the police academy was one of the most exciting days of my life. I can still hear family and friends cheering for me. But I knew I would need to make some financial adjustments. My first paycheck was going to be far less than what I was used to. However, Phil did something amazing, he realigned my assets so I could move forward without having to change my retirement goals. With Phil’s expertise, I am now a good cop, working in a field I love, without giving up the security I’ve worked so hard to accomplish.”
- Joe Friday, Police Officer
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( Back Story )
“You just gave me the missing piece to my own sales puzzle,” Phillip announced over the phone one day. “I’ve always known how much I try to uncover my client’s intuition, but I never knew I was doing that. I’m thrilled you’re going to write about it because now it’s more than just a fleeting, intuitive process for me too.”
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"It’s what I have been saying to my clients for over 30 years but have not been able to say as succinctly. To create sales collateral of this caliber, one has to ask the right questions and take the time to listen to the full answers. Joseph wrote about what my clients need. He’s made it easy for me to capture their imaginations and earn their trust, and that translates to success for everyone."
Phillip R. Trujillo
Counselor for Private Wealth Counseling Group
Fort Collins, Colorado
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