1 / 8

If You Don’t Know Where Are You Going Any Road Will Take You There

If You Don’t Know Where Are You Going Any Road Will Take You There. Million Dollar Portfolio A Strategic Planning Process. Click On “Browse” On Top and Then On “Full Screen” For Full View

skip
Download Presentation

If You Don’t Know Where Are You Going Any Road Will Take You There

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. If You Don’t Know Where Are You Going Any Road Will Take You There Million Dollar Portfolio A Strategic Planning Process Click On “Browse” On Top and Then On “Full Screen” For Full View This presentation best viewed on PowerPoint-XP. After the presentation click on Back on top of the explorer to go to main website.

  2. Planning Process • A financial plan is your roadmap to financial success • A financial plan begins with inventory of your resources, sets, goals and objectives • A set of strategies to achieve those goals • Proper portfolio and product selection • Regular reviews

  3. There are three major stages to Financial Planning Financial Planning Time Horizons Create Wealth During Working Years Conserve Wealth For Retirement Years Distribute Wealth To Heirs & Estate Age 25 Age 55 Age 75 Age 100

  4. Achieving A Financial Goal Is A Tradeoffs Between Triangle Of Wealth Time To Reach Goal Monthly Amount Required To Invest To Reach The Target Goal $1,097 20 Years 12% Million $ Target Goal Rate Of Return This chart is for illustrative purposes only and is not intended to project the performance of any particular investment

  5. Taxes & Inflation are the important factors when looking at the rate of return of investment Key Consideration For Staying Ahead After taxes of 40.00% you are left with Your investment earns After inflation of 3.00% you are left with 12.00% 7.20% 4.20%

  6. Interest Earned On Interest – Is Dramatic The Power Of Compounding Earn More By Investing Early And Longer Based On $100,000 investment Investment Growing at 12.00% Per Year Over Various Time Periods $176,241 $310,604 $547,398 $964,710 $1,700,156 $2,996,263 $5,280,445 5Yrs 10Yrs . 15Yrs . 20Yrs .25Yrs 30 Yrs 35 Yrs This chart is for illustrative purposes only and is not intended to project the performance of any particular investment

  7. Waiting For 5 Years Investment Value In 25 Years Cost Of Delay $1,700,178 Invest Description Single Deposit of $100,000 + Annual Deposits $1 Made at the beginning of the year $964,721 20 Years 12% Million $ Invest Now Invest After 5 Years This chart is for illustrative purposes only and is not intended to project the performance of any particular investment

  8. Not having a financial plan • Procrastinating • Do not diversify • Not considering the impact of taxes • Not considering the impact of inflation • Not staying invested in the market • Not paying yourself first • Not protecting your earning power • Not seeking professional financial advice • Taking unnecessary risks 10 Points For Investment Failure 20 Years 12% Million $ This chart is for illustrative purposes only and is not intended to project the performance of any particular investment

More Related