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THE WEALTH CREATION PROCESS IS A MINDSET

 

THE SPENDING GAME

Are you a Spender or a Saver?

We’ve all heard about spenders & savers and that being a saver must be better. We believe that you are not actually better off being a saver, although it can leave you in a better financial position it doesn’t mean that you will actually have more money. 

Do you want to know how the wealthiest entrepreneurs and business owners have “swung their club“ in the financial world? At De Souza Financial we show people that spending and saving are regular actions to get you to "the hole” but if done correctly, it will make you a Wealth Creator.

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RETIREMENT

Ready or Not?

1) What rate of return would you have to earn to retire when you want and have your money last to life expectancy?

2) How much money should you be saving to get you where you want to be?

3) How long will you have to work if you keep doing what you are currently doing?


4) How much will you be able to spend during retirement each year and have your money last till your life expectancy?

PASSING IT ON

Leaving Your Assets & Legacy Behind - Transferring a better lifestyle for the ones you love!

 Along with your values & traditions comes the wealth you have accumulated over your lifetime that will be passed on to the people you care about. In hopes to achieving the same or a better lifestyle for the people you care about, we assist you in automating the transfers of your assets so that your affairs can be dealt with most efficiently. We give you the tools to be in control of where your money goes and how much of your money is received at a time.

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Questions?

Do you want more information about Insurance, Your Financial Portfolio or Wealth Management? Schedule time with one of our advisors today!