RWS Legacy Consulting,LLC is in the financial services industry, but with a very unique approach in that we help people FIND THE MONEY they are currently losing unknowingly and unnecessarily.
We believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.
We believe there are two ways to help people financially:
1) Find better products that potentially pay higher returns often requiring more risk or
2) Help them be more efficient by avoiding the losses
We believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.
There are Five Major Areas of Wealth Transfers where people are potentially losing money unknowingly and unnecessarily:
1. How they pay for their house (mortgages)
2. Taxes (taxes)
3. How they fund their retirement accounts (qualified plans)
4. How they pay for their children’s education costs (education expenses)
5. How they pay for major capital purchases like cars, weddings, vacations (major
purchases)
If you would like a free consultation, please contact us at (Office) 954-900-1097