AND THEY TELL QUITE THE STORY. LET’S DIG IN.
YOUR MONEY
DNA type is
THE MAVERICK
AND THEY TELL QUITE THE STORY. LET’S DIG IN.
YOUR MONEY DNA TYPE IS THE MAVERICK
You’ve got the makings of a bright financial future.
Based on your quiz results, you have a clear advantage over most.
You’re the Trailblazer Who Always Runs Confidently Towards New Opportunities
And let’s face it, your financial future is much more than cash in the bank or shares on the market.
Your financial future is about…
You’ve got the makings of a bright financial future.
Based on your quiz results, you have a clear advantage over most.
You’re the Trailblazer Who Always Runs Confidently Towards New Opportunities.
And let’s face it, your financial future is much more than cash in the bank or shares on the market.
Your financial future is about…
Chasing new adventures and new experiences. Completely immersed in the moment.
Enjoying the fruits of your labor; living out all the great things that your hard work affords you.
Leaving your mark on the world; a legacy that lasts for generations to come.
Opportunity for spontaneity —
whether it's making a last-minute investment in a promising startup or taking an impromptu trip around the world.
The money you make is just part of the story.
It’s about living with greater purpose.
Something you can achieve when you plan with intention.
The best plans are ones that are tailored to your unique strengths and safeguard you from any inherent weaknesses.
Chasing new adventures and new experiences. Completely immersed in the moment.
Enjoying the fruits of your labor; living out all the great things that your hard work affords you.
Leaving your mark on the world; a legacy that lasts for generations to come.
Opportunity for spontaneity —whether it's making a last-minute investment in a promising startup or taking an impromptu trip around the world.
The money you make is just part of the story. It’s about living with greater purpose.
Something you can achieve when you plan with intention.
The best plans are ones that are tailored to your unique strengths and safeguard you from any inherent weaknesses.
As A Maverick, You Know that the Biggest Risk is the Risk Not Taken
So much so that people may consider you a trendsetter. You’re one to seize an opportunity before more people find out about it. Something that has given you the ability to stay ahead of the curve, which has paid off greatly.
As the Maverick, you know that the pursuit of the next big opportunity can sometimes result in a cycle of highs and lows that are hard to predict. Your tendency to chase the latest opportunities can result in a concentrated portfolio that lacks diversification. Increasing your risk for financial setbacks.
Your gut instincts don’t often steer you wrong. Paired with a solid set of pillars surrounding your financial decisions, you can navigate towards even greater returns.
As you look towards making the most of your profits, your instinct is to prioritize Tax Planning, Business Owner Planning and Insurance Planning.
As A Maverick, You Know that the Biggest Risk is the Risk Not Taken.
So much so that people may consider you a trendsetter. You’re one to seize an opportunity before more people find out about it. Something that has given you the ability to stay ahead of the curve, which has paid off greatly.
As the Maverick, you know that the pursuit of the next big opportunity can sometimes result in a cycle of highs and lows that are hard to predict. Your tendency to chase the latest opportunities can result in a concentrated portfolio that lacks diversification. Increasing your risk for financial setbacks.
Your gut instincts don’t often steer you wrong. Paired with a solid set of pillars surrounding your financial decisions, you can navigate towards even greater returns.
As you look towards making the most of your profits, your instinct is to prioritize Tax Planning, Business Owner Planning and Insurance Planning.
Insurance Planning
You never want to plan for the worst, but a ‘What If’ policy is always good to have. Especially when you have a higher tolerance for risk. With the right insurance, you can breathe a sigh of relief to know you are covered.
Take the time to pause and develop a proactive approach to the insurance coverage you need for your unique situation. The right plan in place will mitigate risks and protect what’s most important.
Tax Planning
Overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. Tax efficiency is essential to creating lifelong wealth.
Working with a team of experts to identify and implement tax-reducing strategies that are unique to your portfolio should be a priority.
Minimizing your tax liability is how you’ll keep more of your hard earned money in your pocket.
Business Owner Planning
Owning a business isn’t a random hobby – it’s a lifetime of hard work, dedication and always putting the needs of the business above your own.
Being the boss means the buck stops with you, but what happens when you stop?
Planning for profitable growth AND a profitable exit of your business should be a priority.
Your business is your legacy.
BUT THERE’S A FEW THINGS IN YOUR PLAN THAT ARE MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING ALL THE WORK YOU’VE DONE SO FAR.
Insurance Planning
You never want to plan for the worst, but a ‘What If’ policy is always good to have. Especially when you have a higher tolerance for risk. With the right insurance, you can breathe a sigh of relief to know you are covered.
Take the time to pause and develop a proactive approach to the insurance coverage you need for your unique situation. The right plan in place will mitigate risks and protect what’s most important.
Tax Planning
Overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. Tax efficiency is essential to creating lifelong wealth.
Working with a team of experts to identify and implement tax-reducing strategies that are unique to your portfolio should be a priority.
Minimizing your tax liability is how you’ll keep more of your hard earned money in your pocket.
Business Owner Planning
Owning a business isn’t a random hobby – it’s a lifetime of hard work, dedication and always putting the needs of the business above your own.
Being the boss means the buck stops with you, but what happens when you stop?
Planning for profitable growth AND a profitable exit of your business should be a priority.
Your business is your legacy.
BUT THERE’S A FEW THINGS IN YOUR PLAN THAT ARE MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING ALL THE WORK YOU’VE DONE SO FAR.
Your Maverick nature may not leave enough room in your financial portfolio to factor in the following:
Retirement Planning
Retirement is the ultimate dream for many Americans – an opportunity to spend time doing things you love, traveling with your family, and even giving back to your community and the causes that matter most to you.
The reason fewer Americans get to enjoy a long retirement is because they lack a clear plan, one that integrates all your retirement assets.
Cash Flow Planning
When you know what matters most to you, you can create a financial plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
Your big purchase decisions, like a new car, growing your business, or buying a new property, can be made with calculated confidence instead of impulsively when you have the right plan.
Estate Planning
Plan with intention. That’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. This is about passing down your values.
Estate Planning should be carefully constructed with the right people so you are confident your wishes and values are present long after you’re gone.
Education Planning
The sticker shock of college will catch you off guard. The costs of higher education continue to rise. Many of our clients ask us, “Can I even afford to send my kids to college?” The good news is that you have options. Options that you may not know. If Education Planning is a priority for you, the Avior team works to ensure it is also a priority in your financial plan.
Your Maverick nature may not leave enough room in your financial portfolio to factor in the following:
Retirement Planning
Retirement is the ultimate dream for many Americans – an opportunity to spend time doing things you love, traveling with your family, and even giving back to your community and the causes that matter most to you.
The reason fewer Americans get to enjoy a long retirement is because they lack a clear plan, one that integrates all your retirement assets.
Cash Flow Planning
When you know what matters most to you, you can create a financial plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
Your big purchase decisions, like a new car, growing your business, or buying a new property, can be made with calculated confidence instead of impulsively when you have the right plan.
Estate Planning
Plan with intention. That’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. This is about passing down your values.
Estate Planning should be carefully constructed with the right people so you are confident your wishes and values are present long after you’re gone.
Education Planning
The sticker shock of college will catch you off guard. The costs of higher education continue to rise. Many of our clients ask us, “Can I even afford to send my kids to college?” The good news is that you have options. Options that you may not know. If Education Planning is a priority for you, the Avior team works to ensure it is also a priority in your financial plan.
If It Came Down to Living with Greater Purpose and Seizing the Day, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only chasing what you know and bypassing the details with hidden gems you should be capitalizing on.
At Avior Wealth, it’s our experience that the details are where the most savings and earnings can be found. What we present are possibilities and potential to achieve what you want most, without leaving anything out.
Life is meant to be lived to the fullest. You’ve earned that. Now it’s time to plan with intention to achieve it.
You’re invited to join one of our trusted advisors for a complimentary Wealth Strategy Call. During this call, we work with you to determine the best ways to leverage the strengths of being a Collector and safely explore opportunities in new areas.
Book a complimentary Wealth Strategy Call with our team today:
If It Came Down to Living with Greater Purpose and Seizing the Day, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only chasing what you know and bypassing the details with hidden gems you should be capitalizing on.
At Avior Wealth, it’s our experience that the details are where the most savings and earnings can be found. What we present are possibilities and potential to achieve what you want most, without leaving anything out.
Life is meant to be lived to the fullest. You’ve earned that. Now it’s time to plan with intention to achieve it.
You’re invited to join one of our trusted advisors for a complimentary Wealth Strategy Call. During this call, we work with you to determine the best ways to leverage the strengths of being a Collector and safely explore opportunities in new areas.
Book a complimentary Wealth Strategy Call with one of our advisors today:
At Avior, We Help You Create an Intentional Plan that Aligns Your Financial Goals with Your Life’s Purpose
But like many of our clients when they first come to us, perhaps you haven’t had the opportunity to really sit down with someone to define the true purpose behind your money and build a clear plan for the future, leaving you uncertain of what to work toward and how.
Your investments may feel aimless and disconnected from your goals. Perhaps financial planning feels complicated and making decisions about where to invest is overwhelming.
When we get clear on what is truly meaningful to you, decisions become clear, strategy becomes streamlined and more effective, and taking action feels easier and more inspired.
All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth.
Starting with your complimentary Wealth Strategy Call, our team is here to work with you to create your personal financial plans with integrity and excellence.
Take this opportunity to enroll in a complimentary Wealth Strategy Call to get started today.
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