A Clear Vision of Financial Independence

There are several important layers in every financial solution. We define these layers according to our 'Foundational Pyramid', modeled after Maslow's famous Hierarchy of Needs.

The Foundational Pyramid addresses the fact that some expenses in retirement are fixed: food, medicine, alternative healthcare, heat, fuel, home repairs, etc., while others are more discretionary. Your financial solution must ensure that basic needs are met while also providing financial upside to address lifestyle, bequest and legacy goals.

Traditional financial plans build your entire financial future on an unstable, and unpredictable foundation. The Gestalt Architecture builds your lifestyle solution on the bedrock of safe annuities and minimal insurance to provide for your basic needs.

Click chart above for a larger version.

Once these needs are secured, the balance is invested in our proprietary investment system, which offers a much higher likelihood of meeting lifestyle and other objectives than traditional solutions.

Your plan should provide a measurable improvement in lifestyle assumptions in comparison to traditional planning and investment techniques. This is made possible by the ability of our investment process to limit the likelihood of large investment losses.

The more stable returns predicted by our process provides the confidence necessary to increase your sustainable portfolio income.