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Color of Money...
ABC Planning Process looks at Money differently. It classifies money by color. With three basic colors listed below you will find how utilizing these strategies, can increase your wealth accumulation while limiting the amount of exposure to RISK. Below you will see a Seminar Slide Show that we use to demonstrate the power of this strategy. Please fill out the form to the right and allow us to show you how this might work for you personally. 
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What Is ABC Planning
This is a process that recognizes that we have two very different phases in our financial lives.
Here is an example of why this is so important. When people are in the accumulation phase of their lives, planners coach them to rely on a technique called "dollar cost averaging" in order to accelerate the benefits of investing. By adding a steady amount of money on regular intervals over time - say every month - they are able to leverage the different prices of stocks or mutual funds in their favor. More often than not, if markets are increasing over time, the cumulative price of the securities they purchase will be greater than the individual price of the shares purchased.
However, what you usually won't hear from your planner is that this very same dollar cost averaging can also increase market losses while in the spending phase. To see how this problem can decimate a plan, watch the video above. Complete the Contact Request above for a Free review of your strategies...
This is a process that recognizes that we have two very different phases in our financial lives.
- THE ACCUMULATION PHASE - This is the one everyone is familiar with. This is when you save for retirement by way of 401(k), IRA, Mutual Funds, Stocks, CD's Annuities, etc. We hear terms like Tax Deferred, Dollar Cost Averaging, Market Risk.
- The SPENDING PHASE - This is much more perilous financially. Unfortunately, most planners and their clients don't recognize the differences and people get stuck in accumulation mode in their financial planning strategies their whole lifetime. This can be deadly if you are in your spending phase of life.
Here is an example of why this is so important. When people are in the accumulation phase of their lives, planners coach them to rely on a technique called "dollar cost averaging" in order to accelerate the benefits of investing. By adding a steady amount of money on regular intervals over time - say every month - they are able to leverage the different prices of stocks or mutual funds in their favor. More often than not, if markets are increasing over time, the cumulative price of the securities they purchase will be greater than the individual price of the shares purchased.
However, what you usually won't hear from your planner is that this very same dollar cost averaging can also increase market losses while in the spending phase. To see how this problem can decimate a plan, watch the video above. Complete the Contact Request above for a Free review of your strategies...
