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- 1. WEALTH MAP GUIDING YOU TOWARD FINANCIAL SECURITY Cameron Christi 972.740.7016 www.wealthmap.net cameron@wealthmap.net © 2009 WealthMap All Rights Reserved
- 2. Your Investment PhilosophyHow Much Risk Can You Handle?Choose your Strategy © 2009 Wealth Map All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 3. Earning, Keeping and GrowingYour Money © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 4. Investments Outside of Qualified Plans Follow the “Yes”Plan © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 5. The Rule of 72 Albert Einstein discovered the rule of 72 referring to compound interest and called it the “Eighth Wonder of the World”. Dividing the number 72 into the interest rate you are earning on your investment will give you the number of years it will take to double your money. © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 6. The Cost of Losing“Once you lose your money, you can’t recover the same amount with the same percent gain.”If the stock market goes down 50 % and you lose 50% of your money, to regain your original investment the stock market will have to go up 100 %. 50-50 Rule 50-100 Rule $100,000.00 50 % __________ $50,000.00 50 % __________ $75,000.00 $100,000.00 50 % __________ $50,000.00 100 % __________ $100,000.00 Even © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 7. TIME IS MONEY How Long Does It Take To Regain Your Losses? © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 8. ASSET PROTECTION = INSURANCE Protection Needed Insurance Product Health Life Disability Home Automobile Lawsuits Money Living Too Long Later Years Health Disability Medical Health Insurance Life Insurance Disability Income Insurance Home Owners Insurance Auto Insurance Liability Insurance & Annuities Fixed Index Annuities Fixed Index Annuities Long Term Care © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 9. ASSET PROTECTION IN TEXAS Asset Protection planning is an important part of retirement and estate planning providing some security that all or part of your accumulated wealth has some degree of protection against risk exposure. Asset protection is not just for the wealthy or high risk professions. Most people now understand that liability can rise out of anywhere. Proper asset protection is placing things in order in advance of unforeseen circumstances. It is not used as a means of defrauding creditors or evading taxes. It must be structured before a liability risk occurs. Planning after a risk occurs is dangerous and complex and may lead to no asset protection at all therefore, planning in advance is extremely important. Top Asset Protection Devices for Texas Residents The Texas Homestead Texas Irrevocable Trusts The Family Limited Partnership The Limited Liability Company Annuities I.R.A.s Life Insurance 401 (K) Federal Sponsored Retirement Plans Texas Corporations ( In Limited Situations) *Contact an Asset Protection Attorney For Specific Details © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 10. Fixed Annuity Safety Points to Ponder © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 11. Fixed index annuity © 2009 Wealthmap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 12. Reasons to Consider a PlannedRetirement Strategy. I need a retirement plan. I can’t afford to gamble with my retirement. I need to know how much income I will need for retirement. My Life expectancy is longer. I can’t afford to lose money. I deserve peace of mind. I am not happy with mycurrent money manager. It’s the right time. It’s the right direction. It’s the right strategy. It’s the right partner. I can have income for Life. I can preserve my lifestyle. I can maintain my independence. I can leave a legacy for my heirs. I have taken charge. © WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
- 13. Wealth Map Our Products and Services Fixed Index Annuities – Principal, Gain, and Income Protection Fixed Annuities – Principal, Gain, and Income Protection Bond Funds – Ten Year Performance Record MutualFunds – Ten Year Performance Record Life Insurance – Death and Living Benefits Tax Free College Funding – Income For Education Long Term Care – Home and Facility Health Care Benefits Health Insurance – Medical, Hospital and Dental © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net