The Projects of My Life ® addresses investors’ critical financial concerns during the two most critical wealth phases of their lives: making wealth (or accumulation phase) and keeping wealth (preservation phase).
PROJECT WEALTH MAKE
Overview: Project Wealth Make, simply put, is dedicated to making money! Creating and growing assets, avoiding unnecessary risk, creating a mammoth, tax-free nest egg for retirement, and setting yourself up to live the life you want. These things re within your grasp when you become an effective, self-sufficient investor. Taking an orderly progression of steps will not only help you make money investing but also build the skills that will allow you to repeat the process over and over again.
Vital Issue 1: How can I make and build meaningful wealth?
The terms “Certified Financial Planner “and “CFP ” are exclusively reserved for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc.
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