True wealth is more than just money. True wealth is your family values. The passion for the work you do. The experiences you create with those you love. It represents the ripple effect of your legacy. That’s true wealth. At True Wealth, we’ve developed a process that puts all the pieces of your financial puzzle together. The Work Optional Formula™ includes: 👉🏽 Wealth preservation. The goal of wealth preservation is to produce the best possible investment returns consistent with your time frame and tolerance for risk. 👉🏽 Wealth enhancement. This is about tax efficiency: minimizing the impact of taxes on your investment returns while ensuring the cash flow you need. 👉🏽 Wealth transfer. Effective wealth transfer is all about taking care of your heirs: finding and facilitating the most tax-efficient way to pass assets to your loved ones in ways that meet your wishes with minimal difficulty and cost. 👉🏽 Wealth protection. This includes all concerns about protecting your wealth against catastrophic loss, potential creditors, litigants, children’s spouses, and potential ex-spouses, and identity thieves—in short, ensuring that your assets are not unjustly taken. 👉🏽 Charitable giving. Many affluent individuals are looking outward beyond their own families to the world at large. If this is you, making meaningful gifts to charity in the most impactful way possible is a key issue that we help you plan for and work to accomplish. To learn more about True Wealth & Company, please visit https://retirewithtrue.com/ --- True Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. True Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. If you have any questions regarding our policies, please Contact Us at (913) 653-8783.