Advanced financial services designed
specifically for you and your business.
You don't have to take financial burdens lying down. We have the tools and
experience to help you build wealth for a meaningful and secure future.
Building
brighter futures.
With the right plans in place, you can save on taxes, increase contributions to your retirement accounts, establish meaningful estate plans, and significantly grow your wealth. We are experts in these strategies, and eager to show you how you could be saving more.
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ounded by entrepreneurs, Profectus Financial is home to advisers who are experts in the financial field and specialize in helping business owners and other high net worth individuals. Our industry-leading strategies have earned our partners MDRT Top of the Table memberships for many years running, as well as features in industry publications like Forbes and MDRT Magazine. Here’s just a quick look at some of the services we provide:
- Unique tax-saving strategies
- Portfolio diversification
- Estate/legacy planning
- Retirement planning
- Business consulting
- Risk management
- Insurance planning
- Wealth management
- Real estate/mortgage
ADVANCED PLANNING
CUT TAXES, BUILD WEALTH
We utilize a technique called Advanced Planning, a strategy in which we focus on utilizing pre-tax pension and retirement accounts that are used to fund investments and insurance products with pre-tax income. Put simply, we take money that you would have paid in income taxes and convert it into retirement wealth.
- Average Tax Dollars Saved (in millions)
ALTERNATIVE INVESTMENTS
NON-CORRELATED RISKS
Alternative investments are used to diversify an investor’s portfolio with investments independent of market volatility. They are often designed as private placements and available for purchase to “qualified” or “accredited” investors only. They offer attractive yields, averaging 8% to 15% per year with strong collateral in place.
- Stocks
- Bonds
- Cash
- Other
By introducing Alternative Investments into this portfolio (included in “Other”), we were able to decrease its risk factor and increase its potential annual returns by 2%.
DEDICATED PARTNERS
Some of these strategies are undeniably complicated, but we're here to do the heavy lifting for you. We'll translate the details into terms you can understand, so you can make an educated decision when it comes to your finances.
We work with you and your CPA/accountant to address your specific goals, needs, and concerns. Together, we establish a plan, which we will then monitor over the course of your chosen term.
LET'S GET INVOLVED
Learning more about our products and services is easy. We offer complimentary consultations to those who are interested in finding out if what we do can help them with their finances. It requires no commitment from you, and is totally free.
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