5 MACRO AREAS OF PERSONAL ADVISING

Systematic Investing & Liquidity Efficiency 

Are you paying yourself first?
Human nature prevents the ultimate return on your investments. In fact, many advisors have not put systems in place to allow clients to systematically invest. Here at Precision Wealth Strategies, we believe it is imperative to pay yourself first. Has your team implemented a strategy for you to be investing your income, whether active or passive, in the appropriate allocation? Work with our team today to create a financial plan that allows you to systematically invest back into yourself. 

Tax Reduction

Are you getting proactive tax advice that puts strategies in place to reduce tomorrow’s taxes? 
If you are interested in learning more about how your current tax strategies could offer better returns, contact the team at Precision Wealth Strategies. If you find yourself wondering about any of the following questions, contact our team. 
  • Have I paid too much taxes in the past? 
  • Has my employer or team done anything about our taxes?
  • Is the United States government going to reduce or increase taxes in the near future?

Tax Free Planning

Is it possible to invest my money completely tax-free, or have a portion of my portfolio in tax-free investment vehicles?
Our team offers six different opportunities for you to invest money tax-free. Are you currently taking advantage of these six investment options? If you believe it is crucial to invest money tax-free or are currently paying taxes on money that could be tax-free, then it is time to talk to the Precision Wealth Strategies team. Our transparent and detailed plan can ensure you are getting the most out of your investments.

Asset Protection

Do you currently have a financial plan focused on protecting your assets?
As people develop more wealth, typically they want more return of their wealth rather than the return on their wealth. Let us help you put a financial plan in place to protect your assets and allow for a better return. Assets can include:
  • Bonds, Stock, Mutual Funds & Retirement Accounts
  • Cash, Checking or Savings Accounts 
  • Other Personal Belongings

Death Planning

What happens to your assets upon your death?

Even though you may not see yourself as wealthy, everything you currently own is considered an asset. Creating a plan for what is to happen upon your death allows for your legacy and assets to be protected. When working with Precision Wealth Strategies, we ensure your assets, estate and legacy are covered through our step-by-step process. First, we must determine which assets are susceptible to probate. While protecting assets is important, it neglects the question of why. 



Estate Planning

To answer the question of why protecting assets is important, our team helps you create an estate plan. In this plan, you may be able to mitigate taxes with a stronger asset protection plan. Your estate can include: land, real estate, cash, cars and other items making up your net worth. 



Legacy Planning

Don’t just stop with your estate, protect the areas that define who you are. Would you like to have a continuation of higher education or charitable giving for your loved ones? Legacy planning can provide that through an ongoing inheritance rather than a lump sum. 

Q3

Are You Planning for Quarter 3?

Action Items to Address in July, August, September
  • Is everyone on the same page for the strategic plan?
  • What specific tactics need to be scheduled?
  • Have recent events caused the need for changes in your financial plan? 
START QUARTERLY FINANCIAL PLANNING

Get in Touch with Our Team

4622 Macklind Avenue
St. Louis, MO 63109
Phone: (314) 994-6460 
Fax: (314) 776-9078