Just like the work you do, there is no one-size-fits-all solution for accumulating wealth. After listening to your goals and analyzing options, we will implement a set of strategies that can help you align your resources and goals for years to come.
A Case Study: 50 by 50!
One of the first clients I worked with had a very lofty goal. When he was 32, he and his wife sat down in my office, so we could create a plan for them. He looked at me and said, “Jonathan, my only goal is 50 by 50!” He wanted to have $50,000 / month in passive income by the time he was 50 years old.
I knew we would never be able to help him achieve this goal by using the conventional investment strategies that I had been taught in my early career— the ones that 90% of advisors use. Having him save the max to his 401k every year was not going to get him to where he wanted to be within the time frame he wanted.
I was going to have to think outside the box. So I set out to assemble a team of subject matter experts. Together, we created a step by step action plan and put together strategies that would give our client the confidence to know that he could achieve his goal.
These strategies were chosen for his particular situation rather than what would be considered a standard plan. He had a unique set of assets and concerns that a standard plan just could not address.
We worked closely together over the next several years, refining our strategies until we saw incredible results!
Although this client surpassed their goal by having more than $50,000 / month in passive income well before they were 50 the client does still practice 1-2 days a week to keep busy and involved in his group practice. It just feels different when your’e working because you want to and not because you have to.
We learned throughout our work for that client. I am proud to say that we have been able to help clients achieve their goals for nearly 20 years using our Uncommon Strategies process!
The advisors here are investment agnostic. Rather than focusing on strategies that put money into our pockets, we focus on the strategies that will put money into yours.
Here is what every advisor you have worked with won’t tell you:
The reason most of the strategies we discuss with clients are not brought up to them by their other advisors is because these strategies do not pay commissions or allow the advisor to “wrap” a fee around them.
Here at Aligned Advisors, we know that we are not successful unless you are! Helping you accomplish your goals is our main focus.
Uncommon Strategies Help You Achieve Your Goals!
Call Aligned Advisors today, so we can help you align personalized strategies with your practice, lifestyle, and goals.