WealthMax – A Tested, Effective System For Generating New Business
“Through our trademarked Wealth Maximization Method™ we invite the firm’s clients to consider how they can create a cohesive purpose for their assets. Over the course of several meetings with personalized touches, clients are invited to consider their aspirations in retirement, to visualize their chosen lifestyle and to consider asset designation to next generation family members or toward philanthropic endowment. The goal is to provide Ardent Retirement Planning clients with the tools they need to potentially realize greater retirement income and greater tax-free wealth for the next generation.
Prospective clients are introduced to the WealthMax philosophy through invitation-only dinner discussions attended by only a small number of guests. The dinner discussions are held at prestigious restaurant venues.
We are passionate about making not only a quantitative difference, but also a qualitative difference in our client’s lives. We believe that they should be rewarded for all of the years of hard work as they have saved and invested – postponing their dreams as they accumulated the assets of which they can be justifiably proud. We believe our clients have a right to know how their wealth can now work for them. That they feel confident in their retirement planning, free to pursue many of the things they’ve always wanted to do, free to leave a legacy to their intended heirs and not to the government. We believe wealth should not be a burden, but a joy.”