McBeath Financial Group - January/February 2022

PRESERVING LIFESTYLE AND WEALTH WHILE CREATING A LEGACY

All too often finance advisors are systematically failing the families paying them for investment advice! A short-sighted approach to retirement planning often forsakes what’s most important: protecting our family .

ARE ADVISORS PLAYING NOT TO LOSE INSTEAD OF PLANNING TO WIN FOR THEIR CLIENTS AND THEIR FAMILIES? If you’ve been led to believe a retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money, then you may be caught in the Retirement Planning Trap . YOU CAN BREAK FREE OF THE RETIREMENT PLANNING TRAP AND CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE! When you free yourself from that trap, you can look beyond a “secure retirement” and see opportunities for greater wealth beyond your retirement. The Generational Wealth System is not about the size of the bank account and what to do with it. It is first for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have causes that are dear to their heart and wish to make a difference. The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy.

“I believe the traditional approach to retirement planning is all too often short- sighted and may be costing too many families the greatest opportunity for generational wealth-building in our lifetime!” –Krista McBeath

Pre-Register Your Copy of “The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy” Today www.Wealth-Book.com

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