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  • About Us
    • Our Team
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  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
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    • 8 Steps of Financial Success Guide
    • Wealth Curve Talk Podcast
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack Book
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The Wealth Curve Simulation

Our Process

The Wealth Curve Conversation
The Wealth Curve Blueprint
The Wealth Curve Scorecard
The Wealth Curve Simulation
The Wealth Curve Strategic Implementation

After carefully reviewing The Wealth Curve Scorecard with us, we will run The Wealth Curve Simulation to test factors that are important to your plan's potential success or failure. Some of the components we look into are disability protection, volatility adjusted returns, tax efficiency, lifestyle and savings rate, retirement income, and estate efficiency.

All of these simulations are carefully designed to the uniqueness of your blueprint and your scorecard. This step provides a clear-cut view of what you need to do to your plan.

We will work very closely with you to assist in making inefficient money more efficient. All too often in our financial strategies, we see lots of inefficiency. Often, the solutions we discover through The Wealth Curve Simulation can free up thousands of dollars to be more efficiently put to work in your financial strategy.

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COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000 ·
PRIVACY POLICY · TERMS OF SERVICE
DESIGNED BY: INTERSOFT ASSOCIATES

This communication strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed Insurance products and services offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed Annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity’s features, benefits, and fees and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims paying ability of the issuing company. Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.