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Our Strategy

My industry affiliations allow me to offer clients access to industry-leading products, backed by some of the largest companies in the country. However, the most important thing I bring to my clients is a process that allows me to help clients completely understand their financial situation and develop an effective approach designed to help maximize their financial potential.

Using the Lifetime Economic Acceleration ProcessTM (LEAP®),  I have helped many clients understand how they can meet and exceed their financial goals. Through analysis and strategies, a personal program is developed that can leverage all aspects of a client's financial situation, and provide an integrated financial program to help them reach their financial potential.

What LEAP Means Objectives Of LEAP Why You  May Need LEAP?
Strategies & Products The LEAP PS&G Model® Alternatives to LEAP
 The Cost of a LEAP Evaluation

 

 

© 2003-2010 LEAP SYSTEMS, Inc.

 

 

 

 

 

 

What LEAP® Means

Lifetime Economic Acceleration ProcessTM

Lifetime:    LEAP views your financial process as an ongoing lifetime experience. LEAP uses a comprehensive or holistic approach.
Economic:   LEAP seeks to make your money productive and efficient which may increase its performance over time.
Acceleration:    LEAP allows your money to have the potential to achieve an accelerated rate of return by using a unique financial process.
Process:   LEAP organizes and coordinates your money decisions into a financial model that is easy to follow and understand.

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 © 2003-2010 LEAP SYSTEMS, Inc. No part of this page may be reproduced, abstracted, excerpted, transmitted, in any form by any means, electronic, mechanical, or photographic, or stored in information systems, except as set forth in writing under a license from LEAP SYSTEMS, Inc. Any other use is prohibited.

 

 

Objectives of LEAP®

  • To increase the amount of money you will have over your lifetime
  • To reduce your income taxes
  • To give you better accessibility over your money
  • To lower your financial costs
  • To provide total needs based and value based insurance protection
  • To lower your financial risk 
  • To give you a better understanding of how your money is working for you
  • To provide organization of your financial documents and plans
  • To provide a verifiable financial process

I employ the Lifetime Economic Acceleration ProcessTM (LEAP®) to assist clients in analyzing the efficient use of their cash flows as part of my insurance planning practice. The LEAP process can help clients better understand their protection, savings and growth objectives and identify existing resources to fund the products that can help them meet those objectives.

It is important to note that the LEAP process is not intended to and will not provide clients with a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.

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© 2003-2010 LEAP SYSTEMS, Inc. No part of this page may be reproduced, abstracted, excerpted, transmitted, in any form by any means, electronic, mechanical, or photographic, or stored in information systems, except as set forth in writing under a license from LEAP SYSTEMS, Inc. Any other use is prohibited.

 

 

 

Why You May Need LEAP®?

We live in a world of complexity and rapid change
Keeping up in a changing world is difficult. Of the many money decisions that you must make, knowing which are appropriate is not easy. Information overload can lead to financial paralysis. You probably lack the time to properly research all aspects of your money decisions.
How it helps: The LEAP SYSTEM® helps you cope with these changes by providing easy to understand and easy to follow financial models.
Government is constantly changing the tax laws
Changing tax laws make it difficult for the consumer to plan easily and successfully. The tax laws have become more and more complicated.
How it helps: The LEAP SYSTEM can help you reduce your income taxes over your lifetime by providing tax strategies designed to simplify your financial life.
Stock Market Fluctuations and Risk
The stock market fluctuates up and down. It moves in cycles. A problem can exist when you need your money in a down cycle and your stocks have declined in value. Timing is important, but it cannot be controlled.
How it helps: The LEAP SYSTEM seeks to help you achieve "High Reward with Low Risk" through its unique "flow of money" concept.
Misinformation Contained within the Media
Misleading information regarding insurance and financial products and strategies is prevalent on the Internet and in financial magazines, financial "How To" books and sales literature.
How it helps: The LEAP SYSTEM explains how many money strategies and products being advertised and promoted today may become hazardous to your wealth and protection goals. I will help you select the appropriate products and strategies tailored to help meet your individual needs, wants, and desires.
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© 2003-2010 LEAP SYSTEMS, Inc. No part of this page may be reproduced, abstracted, excerpted, transmitted, in any form by any means, electronic, mechanical, or photographic, or stored in information systems, except as set forth in writing under a license from LEAP SYSTEMS, Inc. Any other use is prohibited.