The MAP - Macro Asset Perspective

The Macro Asset Perspective® (MAP) offers an educational approach to personal planning.  The MAP process helps to maximize the effectiveness of ones planning by offering a clear and concise model showing where assets are positioned and why.

The MAP uniquely incorporates proven principles of asset allocation relative to risk tolerence and tax treatment, to enhance and maximize future net retirement income.

After recieving a thorough MAP evaluation of your financial situation, cash-flow, assets, income, employee benefits, retirement plans, insurance programs, and estate planning you will:

  • ♦  Discover the advantage of "Horizontal Diversification" between Pre-Tax    and After-Tax assets

♦  Gain confidence that your MAP strategies are appropriate for your stage in life and tolerance for risk

♦  Become better equipped to organize your personal finances in a meaningful manner to help you attain all of you financial goals

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been sucessfully adopted by people of all walks of life and taught at workshops for a number of Fortune 500 companies.  You may arrange for a small group workshop at your home or office or opt for a personal session.  Either way, there is no cost or obligation for the MAP workshop and you will never be asked to buy anything at a MAP educational session. 

Please use the Contact Us button to e-mail me of just give me a call to determine if a workshop or personal session would be helpful to you.

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