Wealth Builder

Wealth Builders

A Wealth Builder with Scheur Wealth is typically someone who:

Values guidance and seeks to understand personal finance.
Has the discipline to save and invest.
Is motivated to create and work towards goals.
Has a long-term mindset.
Is willing to invest in themself.

This program is tailored toward the individual or family looking to create and build wealth. If you are at the beginning of your financial journey or perhaps find yourself needing to restart your journey, this program may be a great fit for you.

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Four Disciplines

We will incorporate analysis and strategies around each of these four disciplines.

As a Wealth Builder, Accumulation & Protection are generally the highest priorities.

Accumulation

Creating strategies to help maximize the growth of your assets and overall net worth.

Distribution

Strategically creating income from your assets (nest egg) to compliment other sources of your income.

Protection

Helping to protect you and your family from financial loss in the event of death or disability.

Legacy

Designing lasting strategies to facilitate multi- generational wealth and/or charitable aspirations.

Services

Financial Organization Analysis
Income & Cashflow Analysis
Cash Reserves Strategy
Retirement Fund Account Analysis
Investment Planning
Portfolio Management Services
Risk Tolerance Assessment
Risk Management

Financial Education & Counseling
Real Estate Analysis
Liability/Debt Analysis
Insurance Planning
Tax Planning
Education Planning
401K & 403B Rollover Analysis
Multi-Generational Planning

Retirement Planning
Income Planning
Social Security Planning
Pension Analysis
Wealth Preservation & Asset Protection
Estate & Legacy Planning
Charitable Giving & Philanthropy
Beneficiary Designation Planning

Resources

We encourage you to learn more about this particular life stage.

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