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SEMINARS AND EVENTS:

If you were given one shot, one opportunity, to seize everything you ever wanted… would you capture it, or just let it slip?

Missed Fortune?

Set a new standard for your retirement.

Don’t settle for a lifestyle, create one.

Don’t miss tax advantaged strategies the affluent are using.

*Did you know that there is a means to avoid paying tax on up to 85% of your Social Security benefits at retirement?

*Develop a plan to strategically convert qualified retirement accounts to a non-qualified status in order to eliminate as much as 50% of potential tax liability.

*Increase your net spendable retirement income by as much as 50%.

Find The Money You’ve Been Missing.

Missed Fortune concepts presented by appointment only. Call to request a Certified Consultant from The Equity Alliance Matrix for your retirement solution.

Now offering complimentary one-on-one consultations and our NEW 5 Day Missed Fortune “High Five” Course.

Call or email for more information.

Call Vickie at 262-224-2066 or send and email to info@wi-education.com with the words “Missed Fortune” in the subject line.  

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Equity is safe and conservative, but for whom?

Who defines conservative and safety in our country today? If it is safe for the government, is it proportionately less safe for you? If you have not heard the Missed Fortune Strategies, you may be planning Uncle Sam's retirement.

Having all the equity trapped in your home is similar to having all your eggs in one basket. It's time to avoid the $25,000 Mistake by learning the Missed Fortune concepts! Learn how the affluent manage their assets to safely and conservatively build more wealth.

Saving interest dollars is not the same as making money. Or to put it another way, paying off debt is not the same as accumulating assets. 

Our goal is to help clients conserve their assets, not consume them, using tax free retirement strategies to provide 50% more income at retirement.

Missed Fortune concepts have been used by the affluent for 30 years.

If you are interested in learning more, you can request an extremely well-written 2-page article. It contains concepts from our presentation based on the book Missed Fortune by Douglas Andrew. If you would like to receive this article, please request by email or call.

We hope to hear from you soon!
Mollie Voigt & Team
414-587-5978
Founder, Wisconsin Educational Institute LLC
Branch Manager, First Wisconsin Financial Inc
info@wi-education.com

 

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