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Asset Creation Plan

Asset Creation Plans are intended to help clients improve their financial situation through a properly structured leveraging platform. While most clients understand the importance of investment in enlarging their wealth, some are unclear of the more sophisticated concepts, including borrowing to invest. For example, some may fear the idea of using money they may not have at the moment, but most are actually doing so already, such as in the form of getting a mortgage on their home purchase. Some on the other hand, may neglect the risks and extend their credit line so thinly that they cannot manage it at all.

If managed effectively, debt can be used as a tool to help clients achieve their goals sooner, such as allowing clients to finance a purchase today for which it may otherwise take years to save. Grandtag advisors offer prudent solutions based on clients’ needs and risk level, and would be happy to discuss in details before there is commitment to any products.