Wealth Map

WEALTH MAP

GUIDING YOU TOWARD FINANCIAL SECURITY

Cameron Christi 972.740.7016

[email protected]

© 2009 WealthMap All Rights Reserved

mailto:[email protected]

Your Investment PhilosophyHow Much Risk Can You Handle?

Choose your Strategy

Risk

only

Risk and

Safety

Safety only

© 2009 Wealth Map All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net

Money

Earned

Expenses Money

Growth

Financial

Security

Wages Living Expenses Stocks Uncertainty/Taxes

Salary Accidents/Illness Bonds Uncertainty/Taxes

Commissions Disability MutualFunds

Uncertainty/Taxes

Bonuses Taxes On Interest /Capital Gains

VariableAnnuities

Uncertainty

Social Security NegativeReturns

CDs Low Returns /Taxes

Inheritance Income Taxes Property Taxes

FixedAnnuities

GrowthTax Deferred

Dividends/InterestCapital Gains

ManagementFees on Investments

Fixed IndexAnnuities

GrowthTax Deferred

Gai

n

Lose

Gai

n

Lose

Gai

n

Lose

Gai

n

Lose

Gai

n Low

Gain Keep

Gain Keep

© 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net

Stocks/Bonds

No No No Yes No No

MutualFund

No No No Yes No No

VariableAnnuity

Yes Yes YesIn Texas

Yes No No

CD No Yes No No Yes Yes

FixedAnnuity

Yes Yes YesIn Texas

No Yes Yes

Fixed IndexAnnuity

Yes Yes YesIn Texas

Yes Yes Yes

Type ofInvestment

TaxDeferred

InsuredProtection

AssetProtected

Hi YieldPotential

Locked InProfits

Low Risk

Follow the “Yes” Plan


Albert Einstein discovered the rule of 72 referring to compound interest and called it the

“Eighth Wonder of the World”. Dividing the number 72 into the interest rate you are earning

on your investment will give you the number of years it will take to double your money.

InterestRate

Years It Takes To Double Money

InitialInvestment

Value Increase At 24 Years

3% 24.00 Years $50,000.00 $100,000.00

4% 18.00 Years

6% 12.00 Years $50,000.00 $200,000.00

8% 9.00 Years

9% 8.00 Years $50,000.00 $400,000.00

10% 7.20 Years

12% 6.00 Years $50,000.00 $800,000.00

14% 5.14 Years

18% 4.00 Years $50,000.00 $3,200,000.00


The Cost of Losing“Once you lose your money, you can’t recover the same amount with the same percent gain.”

If the stock market goes down 50 % and you lose 50% of your money, to regain your original investment the stock market will have to go up 100 %.


TIME IS MONEY

How Long Does It Take To Regain Your Losses?

If you lose this much ofyour money

At a 3% returnyears it takes

to recover

At a 6% return years it takes

to recover

At an 8% returnyears it takes

to recover

10% loss 3.6 years 1.8 years 1.3 years


30% loss 12.O years 6.0 years 4.6 years




Protection Needed

Health

Life

Disability

Home

Automobile

Lawsuits

Money

Living Too Long

Later Years Health

Disability

Insurance Product

Medical Health Insurance

Life Insurance

Disability Income

Insurance

Home Owners Insurance

Auto Insurance

Liability Insurance &

Annuities

Fixed Index Annuities

Fixed Index Annuities

Long Term Care© 2009 WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net

Asset Protection planning is an important part of retirement and estate planning providing some security that all or part of your accumulated wealth has some degree of protection against risk exposure. Asset protection is not just for the wealthy or high risk professions. Most people now understand that liability can rise out of anywhere. Proper asset protection is placing things in order in advance of unforeseen circumstances. It is not used as a means of defrauding creditors or evading taxes. It must be structured before a liability risk occurs. Planning after a risk occurs is dangerous and complex and may lead to no asset protection at all therefore, planning in advance is extremely important.

• The Texas Homestead

• Texas Irrevocable Trusts

• The Family Limited Partnership

• The Limited Liability Company

• Annuities

• I.R.A.s

• Life Insurance

• 401 (K)

• Federal Sponsored Retirement Plans

• Texas Corporations ( In Limited Situations) *Contact an Asset Protection Attorney For Specific Details

ASSET PROTECTION IN TEXAS


Fixed Annuity Safety

Points to Ponder

Peace of Mind

No Downside Market Risk

Regulated By State Insurance Commissioner

Tax Deferred Income Growth

Asset Protected in

Texas

Certainty Locked in Gains

Fully Insured

No Management

Fees


FIXED INDEX ANNUITY

Double Digit Potential

Market Index Tied To The Market

Bonuses On Initial Investments

Increasing

Lifetime Income

Or Lump Sum

Locked In Gains

No Downside Market Risk

Insured & Regulated

Tax Deferred

Asset Protection In

Texas

© 2009 Wealthmap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net

• I need a retirement plan.

• I can’t afford to gamble with

my retirement.

• I need to know how much

income I will need for

retirement.

• My Life expectancy is

longer.

• I can’t afford to lose money.

• I deserve peace of mind.

• I am not happy with my

current money manager.

• It’s the right time.

• It’s the right direction.

• It’s the right strategy.

• It’s the right partner.

• I can have income for Life.

• I can preserve my lifestyle.

• I can maintain my

independence.

• I can leave a legacy for my

heirs.

• I have taken charge.

© WealthMap All Rights Reserved Cameron Christi 972-740-7016 www.wealthmap.net

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