WEALTH  MAPGUIDING YOU TOWARD FINANCIAL SECURITYCameron Christi 972.740.7016 www.wealthmap.netcameron@wealthmap.net© 2009 WealthMap  All Rights Reserved
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
Earning, Keeping and GrowingYour Money  © 2009 WealthMap All Rights Reserved                      Cameron Christi  972-740-7016                          www.wealthmap.net
Investments Outside of Qualified PlansFollow the  “Yes”Plan    © 2009 WealthMap All Rights Reserved                      Cameron Christi  972-740-7016                            www.wealthmap.net
The Rule of 72Albert 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
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 Rule50-100 Rule$100,000.0050 %__________$50,000.0050 %__________$75,000.00 $100,000.0050 %__________$50,000.00100 %__________         $100,000.00  Even       © 2009 WealthMap All Rights Reserved                      Cameron Christi  972-740-7016                         www.wealthmap.net
TIME IS MONEYHow Long Does It Take To Regain Your Losses? © 2009 WealthMap All Rights Reserved                       Cameron Christi  972-740-7016                             www.wealthmap.net
ASSET PROTECTION = INSURANCEProtection NeededInsurance ProductHealth	LifeDisabilityHomeAutomobile	       		LawsuitsMoney			 Living Too LongLater Years Health Disability	Medical Health InsuranceLife InsuranceDisability Income InsuranceHome Owners InsuranceAuto InsuranceLiability Insurance & AnnuitiesFixed Index Annuities Fixed Index AnnuitiesLong Term Care      © 2009 WealthMap All Rights Reserved                  Cameron Christi  972-740-7016                                 www.wealthmap.net
ASSET PROTECTION IN TEXASAsset 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 ResidentsThe Texas Homestead  Texas Irrevocable TrustsThe Family Limited Partnership The Limited Liability CompanyAnnuitiesI.R.A.sLife Insurance401 (K)Federal Sponsored Retirement PlansTexas 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
Fixed Annuity SafetyPoints to Ponder     © 2009 WealthMap All Rights Reserved                       Cameron Christi  972-740-7016                           www.wealthmap.net
Fixed index annuity      © 2009 Wealthmap All Rights Reserved                      Cameron Christi  972-740-7016                         www.wealthmap.net
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
Wealth           Map           Our Products and ServicesFixed Index Annuities – Principal, Gain, and Income ProtectionFixed Annuities – Principal, Gain, and Income ProtectionBond Funds – Ten Year Performance RecordMutualFunds – Ten Year Performance Record Life Insurance – Death and Living Benefits Tax FreeCollege Funding – Income For EducationLong Term Care – Home and Facility Health Care BenefitsHealth Insurance – Medical, Hospital and Dental    © 2009 WealthMap All Rights Reserved                       Cameron Christi 972-740-7016                            www.wealthmap.net

Wealth Map

  • 1.
    WEALTH MAPGUIDINGYOU TOWARD FINANCIAL SECURITYCameron Christi 972.740.7016 www.wealthmap.netcameron@wealthmap.net© 2009 WealthMap All Rights Reserved
  • 2.
    Your Investment PhilosophyHowMuch Risk Can You Handle?Choose your Strategy © 2009 Wealth Map All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 3.
    Earning, Keeping andGrowingYour Money © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 4.
    Investments Outside ofQualified PlansFollow the “Yes”Plan © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 5.
    The Rule of72Albert 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 ofLosing“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 Rule50-100 Rule$100,000.0050 %__________$50,000.0050 %__________$75,000.00 $100,000.0050 %__________$50,000.00100 %__________ $100,000.00 Even © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 7.
    TIME IS MONEYHowLong Does It Take To Regain Your Losses? © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 8.
    ASSET PROTECTION =INSURANCEProtection NeededInsurance ProductHealth LifeDisabilityHomeAutomobile LawsuitsMoney Living Too LongLater Years Health Disability Medical Health InsuranceLife InsuranceDisability Income InsuranceHome Owners InsuranceAuto InsuranceLiability Insurance & AnnuitiesFixed Index Annuities Fixed Index AnnuitiesLong Term Care © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net
  • 9.
    ASSET PROTECTION INTEXASAsset 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 ResidentsThe Texas Homestead Texas Irrevocable TrustsThe Family Limited Partnership The Limited Liability CompanyAnnuitiesI.R.A.sLife Insurance401 (K)Federal Sponsored Retirement PlansTexas 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 SafetyPointsto 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 Considera 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 ServicesFixed Index Annuities – Principal, Gain, and Income ProtectionFixed Annuities – Principal, Gain, and Income ProtectionBond Funds – Ten Year Performance RecordMutualFunds – Ten Year Performance Record Life Insurance – Death and Living Benefits Tax FreeCollege Funding – Income For EducationLong Term Care – Home and Facility Health Care BenefitsHealth Insurance – Medical, Hospital and Dental © 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net