Free, no-obligation Special Report for anyone worth $5 million to $100 million or more reveals how to avoid the…
7 costly financial blunders
multimillionaires make
Falling victim to any one of these blunders can quickly cost you hundreds of thousands—or even millions—of dollars. Yet you can easily avoid them with the crucial strategies and tips you’ll discover in my new Special Report. And a copy is yours for free, with no obligation…
Dear High Net Worth Individual,
When I sold my business a few years back for more money than I ever dreamed possible, I thought I’d never have to worry about my finances again. But was I ever in for a surprise!
In fact, I was astonished to discover how easily a simple blunder by me or one of my financial advisors could cost me more money in one fell swoop than I’d once earned in an entire year.
And as I got to know other multimillionaires I quickly learned that I wasn’t the only one worried about squandering a portion of my fortune away. Nor was I the only one looking for answers to the unique financial challenges multimillionaires like you and I face every day.
Sure, there were plenty of people out there who wanted to tell me what to do with my fortune—including a number of outright crooks. And I’m sure you’ve encountered plenty of them yourself. But I never could find anyone who really understood my unique circumstances and needs.
Most of the money managers, financial advisors and tax experts who wanted to get their hands on my money only had experience dealing with more modest estates. A few, who do serve the affluent, catered more to ultra-affluent people with $100 million or more. And while they claimed they could help me as well—the fact is, they knew virtually nothing about the exact issues I was facing. And they often gave me advice that was just plain bad.
After all, as you know, a multimillion-dollar estate brings you face-to-face with a complex array of financial concerns and questions, such as…
- Do I need just one money manager—or would two or three be safer and more profitable?
- Who should manage my money? A big brokerage firm, an independent advisor or someone else?
- Are my investments properly diversified? Is there a particular asset allocation strategy I should be taking advantage of for more safety and bigger profits?
- Can I really trust my money manager? Is he looking out for me or his own big fat commission? Even worse, is he out to rip me off?
- Am I protected from a devastating money grab by the IRS?
- Do I have the tools and strategies in place to make sure a sizable inheritance won’t turn my children into spoiled trust-fund heirs?
To answer my growing list of questions, I did extensive research and made connections with other multimillionaires across the country. And I ultimately created a one-of-a-kind network of experts and high net worth individuals who understood the challenges you and I face and, more importantly, have the answers we need.
And with their help I’ve put together a FREE Special Report, 7 Financial Blunders Multimillionaires Make, to help individuals like you solve those unanswered questions and avoid a costly financial fiasco.
Learn to spot the warning signs of a money
management mistake before you pay the price
This invaluable, eye-opening Special Report, which is yours FREE with no obligation, provides ready-to-use strategies and recommendations for protecting and growing your wealth—all specifically designed for those with more than $5 million in their portfolios.
Here’s just some of what you’ll discover:
- Investment strategies to reduce risk and stay worry-free even during an economic storm
- The 4 most overlooked opportunities for high net worth individuals
- The 3 advantages of alternative investments and the 3 most common mistakes
- The most dangerous investment trend financial advisors and TV gurus are not talking about
- Little-known millionaire-only strategies you can use to dramatically reduce your investment risk in an unpredictable market
- The 3 telltale signs your money manager has his eye on your fortune
- How your financial advisor’s fees rank against the top advisors in the business (more expensive doesn’t mean better)
- How you can best oversee your money manager and recognize investments that aren’t in your best interest
- The advantages of creating a health trust…what you can do that those with less can’t or shouldn’t do
- Smart insurance policies available only to those with $5 million or more
- How millionaires use specialty insurance products to avoid estate taxes
- Powerful estate planning strategies for minimizing taxes…passing maximum wealth on to your heirs (without ruining their lives)…and funding your favorite charities
- And much, much more…
Start protecting your estate today
With your FREE copy of 7 Financial Blunders Multimillionaires Make, you’ll discover what has worked well for other multimillionaires who’ve been in your shoes, navigating the same complex challenges.
Educating yourself is the only way to avoid the financial fumbles that have cost others hundreds of thousands of dollars and more.
PLEASE NOTE: By registering, you’ll receive alerts and other information from the Wealth Management Exchange. And you may unsubscribe at any time.
Sincerely,
Wayne Cooper
Chairman and CEO
Wealth Management Exchange
P.S. According to the North American Securities Administrators Association, there has been more than $90 million in reported fraud and abuse by “trusted” money managers in just the last three years! And that’s only the cases that have been reported.
The good news is, there’s plenty you can do to protect your wealth from unscrupulous financial advisors—whether they’re out to steal your money outright or just want to put you into risky, high-commission investment products.
You’ll find the answers you need in 7 Financial Blunders Multimillionaire Make. Claim your FREE, no-obligation copy today by clicking here.
