Home of The Retire Wealthy Kit™ for business owners
WEALTH BEGINS WHEN ALL PARTS
OF YOUR FINANCES ARE EFFICIENT
The all in one method for owners that could maximize your money,
build real wealth, and protect it all for generations to come.
WEALTH IS EITHER GAINED OR LOST, ONE DOLLAR AT A TIME...
98
trillion dollars of wealth is how much American households held in 2018. (Brookings.edu)
25%
of a decrease has happened from 1989 to 2016 when it comes to the median net worth of families with a head of household being 35 or younger. (Brookings.edu)
15
trillion dollars of debt is how much American households were documented to have in 2018.
(Brookings.edu)
150%
of increase in student loans has occurred for Americans since 2006, making millennials the student debt generation. (Brookings.edu)
THE GOOD NEWS IS THAT WEALTH INEFFICIENCIES CAN BE FIXED WITH THE RETIRE WEALTHY KIT™!
The Wealthy Kit™
Unleash Your Wealth Potential As A Business Onwer! Discover the All-in-One Method to Build Fortune, Secure Assets and Leave a Legacy for Generations with The Wealthy Kit.
Foundation
The foundational step of our process begins with a comprehensive evaluation of your financial landscape, including:
Portfolio Analysis
Asset Allocation
Social Security Optimizer
You'll gain a well-structured plan that aligns your investments, maximizes your Social Security benefits, and positions your portfolio for long-term stability and growth.
Protection
Step 2 focuses on protection, addressing critical areas like:
Disability Income Needs
Long Term Care
Survivor Needs Analysis
Employee Benefits
You can feel confident knowing that your financial plan provides robust protection for you and your loved ones, ensuring efficiency in the face of unexpected challenges.
Cashflow
The final step of our process hones in on optimizing your cash flow, ensuring a seamless transition into and through your retirement years.
Retirement Accumulation
Retirement Distribution
Healthcare
By completing this step, you secure a well-balanced approach to building and utilizing your retirement funds, providing financial confidence and sustainable income for the future you envision.
ABOUT
Michael Gerali CLU, ChFC
There is nothing better than the look of relief on my clients' faces when they finally have peace of mind that their retirement goals will be fully met. That peace comes from creating efficient cohesion through all parts of their wealth using the Wealthy Kit, a groundbreaking financial tool that I proudly developed as its creator. My passion for efficient finances drives me to continually refine and enhance the Wealthy Kit, ensuring it provides individuals and families with the best possible strategies for financial success. I believe that efficient finances are the key to unlocking a brighter future, and I'm dedicated to helping people achieve financial freedom and security through this innovative tool.
Download Our FREE Guide "Building Optimized Wealth"
3 Strategic Steps to Unlock the Power of Efficient Finances
Our guide will teach you about:
✅Budget and Cash Flow Management
✅Debt Management and Wealth Accumulation
✅Asset Protection and Legacy Building
✅AND MORE...