Actual vs. Average Overview

 

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:

  • The impact of management fees during the accumulation phase.
  • How a 2% fee can equate to a 25% loss in your account balance.
  • The impact of management fees during the distribution phase.
  • How management fees can actually cause you to run our of money during retirement.