Herak Financial Services

     Free online financial webinar

When   learning to fly, do you jump in a plane, take off and fly by seat of pants or, is it more professional and safer to use a flight simulator.  Most training involves a flight simulator to help you learn how to react to the vagaries of flying,  head winds, tail winds, bad weather,  landing, takeoff’s, daylight, darkness, flight traffic excreta.  In this training you learn how to react to these conditions without crashing.

You now have access to the state of the art financial simulator called Wealth in Motion™.  It allows you to project out year by year your financial situation in a verifiable manner accounting for eroding factors like taxes, inflation, planned obsolescence, technological change, fees, market risk, and propensity to consume.  All are accounted for while looking at one page financial movie.

You can play what if scenarios like:

How much will I have at retirement after the eroding factors?  Can I maintain my lifestyle? How long will it last?  Run your movie.

 How much do taxes and inflation shrink my gross wealth?  What if the market goes down?  Quickly look at different rates of return on assets and savings. 

In the event of premature death, what will my family have and how long will it last?

Am I saving enough for college? (All colleges built into the simulator)

What if I or my spouse has to go into an assisted living or nursing home at a future date? Run your movie

What would happen if I became disabled?

What if I have a major illness?

What if I get sued?  Run your movie.

My estate tax based on your projections?

A wealth in motion™ financial movie shows the outcome based on your impute.  . What is- is.  Compare different scenarios

Join us for a free short online webinar using the Wealth In Motion™ financial simulator.  See a hypothetical case with the strategic asset allocation model allocation model and how it might benefit you.  No pressure, No Fee, Save travel time, No further contact unless you request it, computer to computer.  Take on 20 to 30 minutes to view an online case to see how it may apply to you.

How it works: We email you for the time you would like to meet.  You receive an invitation which allows you to view my PC screen using the gotomeeting service.    We are on the phone while viewing my PC screen.  For other questions call Nick at Herak Financial.  Phone 745- 4760