Strategic Wealth Solutions specializes in finding dollars in clients financial model  they are unknowingly and unnecessarily transferring to other institutions and the IRS.  These transfers may include mortgages, educational payments, nondeductible consumer debt, and insurance to name a few.  If the client was aware of the inefficiency, they would have corrected the situation. 

The amount of money you have going through your financial model is finite.  Thus, it is important to maximize every opportunity to maintain control of your money, maximize the benefit of each dollar, and minimize wealth transfers.

Each individual, family or business has a “personal economy” of its own.  We all face significant problems in the effort to show a true net profit in our “personal economy”.  Regardless of the income, Strategic Wealth Solutions, looks at the personal economy as a plumbing system with the money flowing into various buckets.  The pipes have leaks and the buckets have holes of which many individuals are not aware.  This leaking hinders the ability to generate more wealth.  These leaks are caused by compounding interest, taxation and the loss of one’s own capital. 
 

If you are not aware that leaks or holes exists, it makes it very difficult to correct the situation.  Pouring more water (money) into the buckets will only compound the matter.  It does not fix the problem but increases the problem.