Brian D. Acker

It is the start of a playoffs game. Would you expect your team to win if they had no game plan? There is the possibility of a stroke of luck or a one-off fluke, but continued success is not built on happy accidents—it is built on strategy. 

The same is true for building wealth. We all get to a point in our careers when we realize that contributing arbitrary amounts to multiple retirement accounts without a strategy is no longer acceptable.

Think of your wealth as a team—each player with their own role. Asset allocating, tax efficiencies, retirement accounts, managing risk, estate planning, business planning, etc. The more the players practice together, understand the common goal, and communicate with each other, the greater their chances of winning grow.

Whether you’ve climbed your way up the steep corporate ladder or you’ve built your own company, it is time for a calculated look at your current strategy.

Conversations are free, so click the "Let's connect" button above and let’s give your game plan a fresh look.

Brian D. Acker
brian.acker@nm.com