Leveraged Wealth Management

Leveraged Wealth Management We specialize in financial planning, tax strategies, and retirement income techniques for business

03/22/2026

An unbiased look at the Nationwide Indexed UL Accumulator 3, exploring its strengths in cash accumulation and the advantages of tax-free growth.

03/21/2026

Analysts are fed up with the lack of guaranteed no-fee indexing options. Digging into existing charges and potential hikes, the current system is a major concern.

03/20/2026

Exploring policy options for loans, with a focus on the speaker's preference for a no-fee approach. Discover the ideal characteristics of loan provisions, emphasizing guaranteed and fixed terms for better financial planning.

03/19/2026

Discover the freedom of long-term care riders. Get cash payouts for diverse care needs, free from restrictive rules. It's flexible, empowering financial protection.

03/18/2026

Discover the S&P account performance lock feature. It offers flexibility and significant benefits, allowing you to secure your account's performance with ease. Learn how it works and why it's a game-changer for managing your investments.

01/20/2026

When the market dips, selling assets low hurts. An indexed universal life policy (IUL) offers a smart alternative: use it for income. Take out what you need, and reinvest the rest to capitalize on the dip. It's a win-win.

11/20/2025

Each year, your insurance company sends an annual statement showing your investment options. They need to know if you'll choose the fixed rate of return, which is interest rate-sensitive. If not, they'll determine your cap rate on the S&P index based on what they're obligated to pay you. Basically, they use the fixed rate amount to buy options.

11/19/2025

Indexed universal life insurance explained simply! Cut through the noise and get a clear picture of this complex product. High points covered in a quick, digestible format - full video: https://youtu.be/AH6SljKiFQg

08/01/2025

Your "free" 401k isn't actually free.⁣
⁣
Most people see "no fees" and think they're not paying anything. Wrong.⁣
⁣
Here's what actually happened to one couple:⁣
• $800k in a target date fund⁣
• Paying 0.7% in hidden fund fees annually⁣
• Plus additional 401k fees not even shown⁣
• Their portfolio returned 19% over 3 years⁣
• A simple free Vanguard index fund? 41% return⁣
• Same risk level, TWICE the returns⁣
⁣
That "free" 401k just cost them potentially hundreds of thousands in lost returns.⁣
⁣
The hard truth? Most old 401ks sitting untouched are getting crushed by basic index funds you could buy yourself for practically nothing.⁣
⁣
Stop assuming your employer picked good funds for you.

07/31/2025

Your 401k might be bleeding money and you don't even know it.⁣
⁣
Craig just exposed a brutal truth: Target date funds that look "safe" can be absolute garbage. We're talking about a 2025 retirement fund with:⁣
⁣
• 1 out of 5 stars on Morningstar⁣
• High expenses⁣
• Low returns⁣
• $700 MILLION in assets⁣
⁣
People pick these because they seem simple. "I retire in 2025, so I'll pick the 2025 fund." Wrong move.⁣
⁣
Here's what you need to do RIGHT NOW:⁣
1. Check your 401k funds⁣
2. Look up their Morningstar ratings⁣
3. Don't just pick something because it has a date⁣
⁣
And hey - ask your parents about their 401k too. They probably have no idea what they're invested in.

07/31/2025

Most people retiring today spent 20-40 years at one company, maxing out their 401(k) because they were told it was the "best thing ever."⁣
⁣
But here's what nobody tells you: Once you leave that employer, you can (and probably should) move that money out.⁣
⁣
The most important question isn't "How much do I have?" It's "Why is my money still sitting there?"⁣
⁣
If you can't give a solid answer beyond "that's where it's always been," you're letting inertia cost you money.⁣
⁣
Old employer 401(k)s often have higher fees and fewer options than IRAs. Don't let another decade drift by without asking the hard questions about where your retirement money lives.

Address

9200 South Main Street 2a
Woodstock, GA
30188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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