Wealth Momentum Strategy ™
3 Simple Steps To Success
Step 1: Recapture taxes
Recapture taxes by using one (or more) of our tax strategies for business professionals and individuals.
Step 2: Invest
Invest recaptured tax dollars into structured products.
Step 3: Leverage
Leverage structured products to invest in your favorite investments or to receive tax-favored income
A BETTER WAY
Step 1: Recapture Taxes
- All business professionals and individuals pay more in taxes than the tax law requires
- We always have tax strategies that business professionals and individuals are not using
Step 2: Invest In Structured Products
For the first time, investors could “have their cake and eat it too”
In 1983, JP Morgan approached Chase Bank about “a better way” to offer CDs
The market-linked CD was created and provided 100% downside protection from stock market losses while still offering the upside potential of the stock market
Step 3: Leverage Structured Products
The good news is that some structured products can be leveraged favorably to invest in a business professionals and individual’s favorite investments, which results in structured products complementing other investments—not competing
Some business professionals and individuals have expressed that they like structured products but are concerned that the structured products will compete with their favorite investments
This is for informational purposes only and does not constitute financial, investment, or legal advice. The content provided is based on information believed to be reliable, but we do not guarantee its accuracy, completeness, or timeliness.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Clients should carefully consider their investment objectives, risk tolerance, and financial situation before making any investment decisions. It is recommended that individuals consult with a qualified financial advisor or attorney before implementing any investment strategies discussed here.
The information presented may include forward-looking statements that involve risks and uncertainties. Actual results may differ materially from those expressed or implied in such statements. We do not undertake any obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
Any references to specific investment products or services are for illustrative purposes only and should not be construed as a recommendation or endorsement. We do not endorse or guarantee the performance of any third-party products or services mentioned here.
