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Lifestyle Security
Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your…
Read MoreEscape Velocity
Increase Escape Velocity To Increase Your Returns, Security, And Impact Escape Velocity leverages the power of your assets to reach your personal and professional goals. We teach you how to measure and use it. What is Escape Velocity? Escape Velocity (“EV”) is the rate / year by which you are accomplishing your Primary Financial Goal (“PFG”). This is…
Read MoreThe Legacy Success Cycle
When you sell appreciated assets or your business, earn income on 100% of each asset sold with the FTI Legacy Success Cycle℠ What is The Legacy Success Cycle℠? The Legacy Success Cycle℠ educates you about about matter you don’t even know that you don’t know — your most critical blindspots for transition planning, and provides…
Read MoreThe Technical Coordinator
The Technical Coordinator℠ helps you bring people and assets together to think through financial issues for the future. What is The Technical Coordinator℠? The Technical Coordinator℠ gives you everything you need to have your plan accomplish what you want. We begin with your priorities; you’ll discover most plans do not address what is most important to you.…
Read MoreThe Technical Coordinator
The Technical Coordinator℠ helps you bring people and assets together to think through financial issues for the future. What is The Technical Coordinator℠? The Technical Coordinator℠ gives you everything you need to have your plan accomplish what you want. We begin with your priorities; you’ll discover most plans do not address what is most important to you.…
Read MoreThe FTI Credit Resources
Leverage Your New Cash for Growth What are The FTI Credit Resources? First, we’ll tell you what it’s not. We aren’t a legal lender who finances business investments or diversification. FTI Credit Resources all start with a tax deferral. Once you’ve entered into a deferral transaction with us, we are ready to help you secure…
Read MoreThe FTI Credit Resources
Leverage Your New Cash for Growth What are The FTI Credit Resources? First, we’ll tell you what it’s not. We aren’t a legal lender who finances business investments or diversification. FTI Credit Resources all start with a tax deferral. Once you’ve entered into a deferral transaction with us, we are ready to help you secure…
Read MoreThe Value Builder
The Value Builder℠ combines MIT-developed algorithms, market-pricing, and strategic analysis to help you know exactly how to add value fastest and best prepare for a business exit. What is The Value Builder℠? The FTI Value Builder℠ is a process that tells you what your business is worth to real buyers and how to add value fastest. We combine…
Read MoreThe Value Builder
The Value Builder℠ combines MIT-developed algorithms, market-pricing, and strategic analysis to help you know exactly how to add value fastest and best prepare for a business exit. What is The Value Builder℠? The FTI Value Builder℠ is a process that tells you what your business is worth to real buyers and how to add value fastest. We combine…
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