Debt Creates Wealth Transfers

At the Alliance Group, we focus on helping our clients identify unnecessary Wealth Transfers in their lives and then put a plan in place to either reduce or in some cases eliminate them entirely.  To learn more about Wealth Transfers watch the series of videos under the Wealth Transfers tab to the left.  To get started with your personal Wealth Transfer Analysis click the button below.

Watch the video above to understand the following:

  • How debt creates a wealth transfer.
  • Income producing debt vs depreciating assets debt.
  • The true cost of financing a car over your lifetime.
  • How debt has a lifetime “lost opportunity cost” that is never recaptured.