Scholz & Associates are independent registered financial advisors who help individuals, business owners and professionals identify unnecessary, unintentional and unknown ‘wealth transfers’ – losses due to market risk, taxes, inflation, how a mortgage is paid, how major capital purchases are paid for, how investment and retirement accounts are funded. These losses are re-directed to build protected wealth, increase collateral capacity and create tax free income that lasts their lifetime.
Financial security and success are achieved by following the ‘right principles,’ which stand the test of time, not by chasing the current ‘right predictions’ of the day that are subject to change.
Contact our office at 425-829-4110. Find out why Scholz & Associates are unique and learn how they incorporate historically and mathematically proven financial principles into powerful strategies to safely and predictably improve your financial position.
- Identify and retain control of money unnecessarily, unintentionally and unknowingly lost to taxes or interest due to how you pay off your home, finance vehicles or how you fund your retirement plans,
- Grow and protect your money without market risk… No client lost any money during the 2008 market downturn,
- Access your money tax free/penalty free anytime and create tax free income protected from ‘The Tax Deferral Trap.’
- Earn a reasonable rate of return – safely, predictably accumulate wealth, assured you won’t outlive your money.
Opportunities abound – even in this challenging economy – if you understand that ‘better is always different,’ and are able to implement strategies so your money works for your benefit rather than the benefit of banks, lenders, Wall Street and the government.
If you find comfort in doing what everyone else does, then choose that which informs and advises the masses, move along with the herd and receive ‘common’ results.
To receive results that can ensure your financial security, complete peace of mind and allow you to live life fully without financial stress, engage in uncommon thinking, exert uncommon effort, and take uncommon action. Thinking and doing the same old things can’t produce better results.
Call 425-829-4110 today. Sign up above for our newsletter, “The Fiscal Fitness Letter.” Request our free report about ‘The Smartest Savings Plan For Our Times.”
