3 Steps to Discover Your Complete Wealth Curve Plan

3 Steps to Discover Your Complete Wealth Curve Plan | John L. Smallwood

Financial success requires more than just a combination of financial products.  It requires a comprehensive strategy and plan that helps you understand what financial products and methodologies are going to help you be successful. This plan should identify problems, help you understand those problems, and reveal why and where changes need to be made. It […]

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It’s Tax Season: Discover How to Reduce Both Your Current and Future Taxes

It’s Tax Season: Discover How to Reduce Both Your Current and Future Taxes | John L. Smallwood

Benjamin Franklin was known for many things, not the least of which was his numerous maxims regarding every aspect of life. One of his most popular quotes was taken from a letter written to French scientist Jean-Baptiste Le Roy. According to the National Constitution Center, “After asking about Le Roy’s health and events in Paris […]

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Make Sure to Ask These 7 Questions When Hiring a Financial Advisor

Make Sure to Ask These 7 Questions When Hiring a Financial Advisor | John L. Smallwood

Accomplishing financial success requires a knowledgeable team of professionals who will help you achieve your goals.  A comfortable financial future is not one that will just appear at retirement age.  Instead, deliberating strategic planning and execution on related goals is necessary for success – which is why you can’t do it alone. Hiring a financial […]

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What Kind of Risk Should You Be Planning For in 2021 and Beyond?

What Kind of Risk Should You Be Planning For in 2021 and Beyond? | John L. Smallwood

Risk is something we all know as a situation involving exposure to danger. While risk is attractive to some, it’s often something others try to avoid. Where your financial plan is concerned, risk is not fertilizer that makes a portfolio magically grow. But everyone has their own definition of risk, depending on their own experiences. […]

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Time Won’t Necessarily Be on Your Side – How to Be Financially Prepared for Whatever Comes

Time Won’t Necessarily Be on Your Side – How to Be Financially Prepared for Whatever Comes | John L. Smallwood

In our practice, it’s very common for us to find that, while many clients are financially successful, they’re not maximizing their wealth and their wealth’s potential. Everyone is working with different circumstances, which is why it’s imperative to consider all possibilities when creating a wealth management process based on your Wealth Curve. The Wealth Curve […]

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Want Successful Wealth Transfer to The Next Generation? Communicate and Educate

Want Successful Wealth Transfer to The Next Generation? Communicate and Educate | John L. Smallwood

Creating a financial plan not only identifies the needs, obligations, and desires for your personal future, it forces you to consider, “what do I want to do with any wealth above and beyond that?” Financial planning provokes discussion around legacies and what you want to leave behind – and to whom. I’ve seen numerous approaches […]

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Understanding the Wealth Curve System and What Impacts It – For Good and Bad

Understanding the Wealth Curve System and What Impacts It – For Good and Bad | John L Smallwood

Everyone has a Wealth Curve—it’s a visual representation of our financial life and the pressures that impact our wealth and its potential. Your individual curve begins the day you receive your first paycheck and well beyond your last one.  Every decision you make regarding money since that first paycheck has impacted your wealth.  Unfortunately, our […]

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WEALTH CURVE QUIZ

Take the Wealth Curve Quiz to discover what direction your Wealth Curve is trending and what steps you need to take with your financial plan.

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