What is Financial Conservation?
Sustainable Growth & Preservation of
Core Financial Assets
Core Principles of Financial Conservation:
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Education & Service
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Growth with Safety of Principal
- Liquidity
- Locked-In Gains
- Preservation of Time Value
- Maximum Tax Efficiency
- Staying Ahead of Inflation
What can you rely on?
Like the economies they are supposed to reflect, financial markets move over time through a wave pattern consisting of up and down cycles. And despite what some pundits continue to stubbornly promise or imply, the overwhelming impact of the crisis has made it unmistakably clear -- yet again -- that a reliable method of accurately timing the arrival and departure of these cycles does not exist.
This we can all rely on.
Time & Asset Value
When the down cycles arrive and you are hit with losses, you can, at some point, recover financially from the "negative growth." But once core financial assets you depend on for the important milestones in life get caught in the dynamics of market loss, how do you turn back the clock and recover the time it took to build these assets; or control the timing of market recovery that will determine whether or not your asset value has been restored -- if ever -- by the time it is needed?
Are you in step?
Establishing long-term financial stability to stay in step with the the life cycle depends squarely on the preservation and sustainable growth of what you determined to be your Core Financial Assets.
Placing these assets in a reliable financial structure that is designed and built to track and support the stages of the life cycle will keep you in step. With automatic safeguards that you can rely on to eliminate the possibility of negative growth, sustainable growth of Core Financial Assets is maintained and the time value of life's most productive years will be preserved.
It's Time To Draw The Line
Have you made a clear distinction between what you consider to be your Core and Non-Core Financial assets? And how are these assets currently positioned: either for growth with safety that provide floors of protection that will preserve time and asset value to keep you in step with the life cycle; or growth with risks and the inevitable setbacks that are a part of taking risks, especially in today's turbulent economic environment.
Take a couple of minutes to complete the Draw The Line Exercise Worksheet that has been provided for your convenience and secure, private use. Type account names only in the column that matches their current status of safety or risk, identifying each account as either a Core or Non-Core Asset. Hit print and you'll get a quick picture of where you now stand.
Preparation vs. Predictions
It's your future, take control of it!
Predictions, as we are seeing, are nothing more than good guesses or bad guesses.
Rely more on planning and preparation for the inevitable and unpredictable twists and turns that lie ahead -- particularly when it comes to the positioning of Core Financial Assets you depend on to support date-certain milestones in life such as college tuition and retirement.
Learn crisis-tested strategies based on the Core Principles of Financial Conservation that will grow financial independence and provide for the long-term financial security necessary to protect you and your family.

