Did You Know??

  • The top 10% of income earners in America pay nearly 70% of the taxes!
  • If your household adjusted gross income is over $154,100, you are in the top 10% of American income earners.                                                       (Facts are according to the Federal Reserve Surveys of Consumer Finance, 2008)

If you are in the top 10% of income earners, your situation is uncommon.  Do you think using common or uncommon strategies will best serve you?  At Wealthmaker$, we routinely work with the top 10% of income earners, so many of our financial solutions are uncommon!

What makes us uncommon?

  • We provide you with information that may be in your financial blind spot and help you sort through that information to arrive at the best possible solutions for your situation.
  • Incorporating as many tax-advantaged options with guarantees as possible, we help you achieve your ideal portfolio balance.
  • By using more effective long-term strategies, we maximize the efficiency of your money.
  • We focus on financially getting you to the summit (accumulation of funds) AND safely back again (distribution of funds). 
  • We are with you for the whole journey!

 

Securities offered through The O.N. Equity Sales Company.  Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242, 513.794.6794