> Read the 'Hello And Welcome'
Message from Jeff
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THE WEALTH HEALTH SOLUTION™
is a comprehensive package that
includes:
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The WealthHealth Checkup™ – A proprietary executive-level
summary that will allow you to see at-a-glance the problem areas in your
overall financial situation. Supporting this easy to read summary is a
comprehensive financial physical without the pain and humiliation. No
prostate exams or pap smears here! |
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The WealthHealth Action List™ – More important than assessing where
you’re at now, the WealthHealth Action List™ details the specific steps you
need to take to improve your financial life. We can even help you implement
them so you can continue to focus on enjoying life. |
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The WealthHealth Monitor™ – We don’t slap a band-aid on your
situation and send you out the door. With the Wealth Health Solution™ we
walk beside you on the road of life to help you achieve your goals. When the
storms of life force you to take an unexpected turn, we are there to adjust
your financial roadmap. The WealthHealth Monitor™ allows you to get
detailed, up-to-date information on your financial status any time day or
night from anywhere in the world. |
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The Problem You have financial goals you want to reach, but you need to know if you’re
on track to reach them. And if you’re not, you need to know what changes to
make before it’s too late.
If you only had a roadmap to follow–a simple, affordable, easy to understand
plan that laid out where you’re at, how to get to where you want to be, and
how to make sure you stay on track.
And wouldn’t it be great if you had a personal financial coach
that helped you along the way?
But where can you go for this kind of information? You don’t have the time or expertise to do it yourself.
And your other advisors – your stockbroker, insurance agent, lawyer or accountant – don’t really offer the
all encompassing, comprehensive service and personal attention you need. They don’t understand. We do.
The Solution
The WealthHealth Solution™ is a radical departure from the run-of-the-mill financial plans found elsewhere.
We combine three powerful proprietary tools to form the entire Wealth Health Solution™.
What’s In It For You
Together, the Wealth Health Solution™ will answer your must pressing financial questions, uncover your
weakest links and give you a prioritized action plan for putting your finance house in order. You will
be able to see all your investment accounts in one place and get help managing them. You will see in
real time the effect changes in the market and the value your investments have on your ability to
retire or on your ability to maintain your comfortable retirement lifestyle.
After you share with us your dreams and goals for the future, we do an
in-depth analysis of your entire financial picture and use those results to
create a concise, easy-to-understand two page report that tells you in a
matter of minutes the health of your wealth. If you want, we will even
gather all the information for you so you don’t even have to go searching
through your records.
You’ll immediately know the answers to the questions that matter most to you. You’ll also receive
the Wealth Health Action List™, a clear and prioritized list of actions to correct any problems
we’ve uncovered. We can even help with the implementation.
The problem with traditional financial plans
—the ones everyone else offers—
is that as each day passes the
value and accuracy of the plan diminishes.
The Wealth Health Solution™ increases in value each day you use it.
The Wealth Health Solution™ will prove invaluable as your dynamic financial road map adjusts based
on the end of day value of your investments—no matter where they’re located. Company retirement plans,
brokerage and bank accounts can all be accessed via a secure internet connection and integrated into
your financial road map. Change your investments or how much you contribute to your retirement plan
and your road map automatically adjusts.
You’ll even have your own personal electronic vault for storing copies of important documents like trusts,
wills, real estate deeds and the insurance appraisal for that huge diamond ring you just bought your spouse.
You won’t have to worry where you put them any longer!
The Wealth Health Solution™ also removes the ‘distance-barrier’ from your relationship with us. Whether you
are next door or across the nation, we can provide an unmatched level of personal service. Talking on the
phone, we can both be viewing the same report and accessing the same information. We can make a change
to your plan and you will instantly see the result.
The Wealth Health Solution™ even includes 5 hours of personal consultation with Mr. Voudrie. Wondering
whether you should refinance your house? Want to find the most tax-efficient way to help out your children
or grandchildren? You can get answers to all of your financial questions with a simple phone call.
Once you’ve experience all the benefits provided with the Wealth Health Solution™, you will wonder how
you ever lived without it! You will have the control you’ve always desired over your finances. And you’ll
know that help is only a phone call away.
The Wealth Health Solution™ is just one of the many services we provide our private wealth clients. We
also offer sophisticated money management strategies you won’t find anywhere else (strategies designed
to limit your losses and put you on the road to recovery), life and long term care insurance. We are
also specialists in the complex and often confusing area of Estate Planning. We can help with tax
planning or business succession issues. What ever your financial need, we can help solve it. You
will be amazed at how quickly and easily we can bring order out of your financial chaos!
The Cost
How much is it worth to be able to return a few years sooner? You have put a lot of time and effort into
getting where you are today. Isn’t is worth spending a try and make sure your money is working as hard
as you are? What value would you place on knowing you can live comfortably for the rest of your life?
Based on our hourly billing rates, the Wealth Health Solution™ would cost in excess of $4,000 per year.
And it’s a bargain at that price. But we don’t charge that much for it. The normal cost is only
$2,499 per year. The adjustments we will recommend to your investments alone should make you
much more than that! Let alone the peace of mind that comes from knowing you are on track.
Want to save even more?
Take action now and you can save even more! We provide the greatest value when we manage your investments
and understand you overall game plan. So we reduce your cost for the Wealth Health Solution™ by any money
management fees we receive from managing your investments. The minimum cost per year is only $1249. So if
we manage as little as $100,000 for you, the cost of the Wealth Health Solution™ is only $1249 per year!
Are you ready to make the purchase the Wealth Health Solution™, but have a few questions? That’s fine! We are
confident that the more you know about our services the more you will see the value in what we are offering.
The Wealth Health Solution™ includes 5 hours of personal advice from Mr. Voudrie.
Why not try before you buy?
Click here to schedule a FREE telephone appointment (face to face if in our region)
with Mr. Voudrie. It will be a chance for you to get to know each other. See how easy he is to talk to and how well he
listens. Benefit from his practical, down to earth advice. It can be the perfect beginning to a long-term relationship.
Think of where you would be if you had this service
and our proven advice three years ago!
Aren’t you tired of losing money?
Are you tired of hearing the same old worn out advice from your current advisor?
The decision you make today will determine where you will be down the road. Don’t spend your Golden Years under the
Golden Arches! You don’t have to. You can take control. You can do it.
Get Started Now – Click Here
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