Insights for Directed Living

 

LifePoint a division of Carter-Kelly Consulting LLC
CA

  life.Money                      life.Law

Financial Security and Legal Structure

 You need a good offense (Financial Security)

 Wealth Accumulation

 

and a good defense (Legal Structure)

 

Wealth Sustainability               

     

    Wealth Accumulation

    Discover the keys to wealth accumulation by creating and managing positive cash flows:

    • Making money
    • Controlling spending
    • Buying and living on investments

     

    Wealth Sustainability

    Discover the keys to wealth sustainability by creating the proper legal structure:

    • Asset Protection     
    • Smart Tax Strategy      
    •  Estate Planning

     

    life.money explores how financial abundance is one of the key enablers to successfully implementing any life game plan. By understanding a history of wealth and accumulation, you will discover key questions regarding your wealth habits and strategies to create the discipline needed to move regardless of your current financial circumstance.

     

    The course is held for eight hours of instruction.  This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment. Discover the keys to wealth accumulation by creating and managing positive cash flows.

     

    Small Groups with Hands-on Learning! Workbook!

     

    Course Content

    Session 1: Wealth Accumulation

    Session 2: Leverage

    Session 3: Prosperity Consciousness

    Session 4: Secrets of Health, Happiness and Wealth

     

     

    Generational Wealth

    Make a clean start by accomplishing the few things left unfinished this year. Things like:

    • Protecting your family with a last will or living trust.
    • Making your healthcare wishes known with a living will.
    • Shielding yourself from most liability by incorporating or forming an LLC
    • Safeguarding your business identity by trademarking your name and logo.

     

    life.law explores the need of  a good offense of wealth accumulation and financial security and  a good defense of wealth sustainability including your legal structure. 

    The course is held for eight hours of instruction.  This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment.

    Grow generational wealth by effectively transferring your estate assets to the next generation.

     

    Small Groups with Hands-on Learning

    A workbook is included and reference books are available for view!

     

    Course Content

    Session 1: Income Tax Reduction

    Session 2: Cash Flow Management

    Session 3: Asset Protection

    Session 4: Legal Tools

     

    There is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich and poor; and all do right, for nobody owes any public duty to pay more than the law demands. Justice Learned Hand

     

    America is a land of taxation that was founded to avoid taxation. Dr. Lawrence J. Peter

     

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    Use our contact form for additional information on lifepoint courses, locations, and fee schedules!

    You may also contact us at (510) 336 - 3269.

     

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    LifePoint a division of Carter-Kelly Consulting LLC
    CA