Strategies
 
Get the Big Picture

Understand what affects your wealth

Have you ever had the feeling that you’re doing everything right with your money and you still don’t seem to be getting anywhere?

A lot of people do. The solution? Gain a clearer understanding of the factors that affect your wealth. There are challenges you may not even be aware of that can slow your progress.


The Challenges

Financial disorganization

Even when a person has all their records in order they may still be financially disorganized. Many people take a compartmentalized approach to making financial decisions, treating each one separately, as if it had no effect on the other areas of their finances. They don’t focus on the big picture.

The result? They may end up with strategies that are at odds with one another and fail to create a positive impact across the board.

Wisdom that’s aimed at everyone isn’t right for anyone. Because everyone’s situation is unique.

Being financially disorganized can:

  • Increase your costs
  • Increase your risk
  • Decrease the chance of real success

Myths and failed strategies

Wisdom that’s aimed at everyone isn’t right for anyone. Because everyone’s situation is unique.

You’re bombarded every day on television and radio, in newspapers and magazines, from friends and even financial advisors with advice that’s presented as universal truth—but which in reality, may not apply to your finances at all. These myths and failed strategies create yet another obstacle between you and your financial goals.

Here are some examples of common financial myths:

  1. "My money only needs to keep pace with inflation."
  2. "I will be in a lower income tax bracket at retirement."
  3. "My 401(k) plan creates tax savings that can be spent or invested."
  4. "Compounding interest creates a financial miracle."
  5. "I won’t need life insurance when I retire."

A Different Approach

When traditional strategies fall short, clearly it’s time to try something else. But what’s so revolutionary about The Living Balance Sheet® philosophy? How does it help you get past financial disorganization and failed strategies to build your wealth?

This holistic financial model makes it easy to recognize the long-term potential of every dollar you earn.

The Living Balance Sheet® takes the simple equation of Assets – Liabilities = Net Worth and turns it into a completely unique approach to your finances by adding Cash Flow and Protection considerations all in the same view.

This holistic financial model makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.

With this new approach, you have more power to:

  • Address issues of inadequate protection
  • Enhance asset performance
  • Reduce unnecessary expenses and risks
  • Build savings
  • Enhance your lifestyle

A true partnership

Another key component that sets The Living Balance Sheet® apart is that you're not left on your own to figure things out by yourself. Working with a representative at TRIAD Wealth Systems is part of the solution.

Your TRIAD Wealth Systems representative acts as a true partner to help you gain insights and take action that creates results. So you can build your wealth and get what you want out of life.

Put an end to financial disorganization

The Living Balance Sheet® helps coordinate your financial instruments and advisors in a way that brings the most value to your decisions and strategies. Your aggregated financial data is regularly updated, so you know where you stand.

You get a wide-angle view of your finances, allowing you to see how all your strategies are working together and to adapt them as your circumstances and your wants and desires change. So you can achieve the best possible results.

Get the Big Picture | Understand Your Real Costs | Uncover Your Real Value | Maximize Your Opportunities | Create New Possibilities

 
 
   
 

 

 

 

 

 

 

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