Understand a point-of-choice orientation to retirement planning and financial storehouse accumulation and maximum sharing opportunities.
Utilize personal planning strategies that are behaviorally, spiritually, and financially efficient.
Focus on wealth accumulation potential of personal resource management.
Use state-of-the-art financial technology and information sources.
Use investment tools, theory, and techniques that maximize potential return while minimizing downside risk.
Be able to protect financial assets from creditors and taxes.
Develop an estate plan that produces legacy that thrives as assets are passed to future generations.