"Safeguarding and Augmenting Your Wealth"
Our startup empowers individuals to maximize their assets while minimizing tax liabilities. We provide comprehensive strategies to alleviate retirement risks, ensuring our clients' financial security throughout retirement. We are zealous about guaranteeing people don't deplete their finances in their golden years.
"Empowering clients to maximize assets, minimize taxes, and ensure financial security for a worry-free retirement."
professionals, retirees, pre-retirees
running out of money, high taxes, market volatitlty and inflation
people may think they have an optimal strategy but when the taxes, inflation, market volatility, and legislation can reduce your savings
Our solution is to provide a robust wealth management system that cleverly navigates tax regulations, mitigates market volatility, and considers inflation factors with a single aim at sustaining sound financial stability.
Our tech stack incorporates AI & machine learning for financial predictions, risk analysis, tax optimization and dealing with market volatility.
this isnt an AI solution though its a review process and based on suitability and need we pair you with the right insurance company
Our solution provides a lifetime income, guaranteeing financial peace and the ability to build savings without loss, whilst leaving a legacy for loved ones.
We estimate the market size for which our solution is designed in monetary terms as follows
Is our goal in the next 3 years
My key role is the Retirement and Annuity Specialist, responsible for creating sustainable financial plans to support clients during retirement.
I am a Cybersecurity Engineer with expertise in risk mitigation and systems compliance. Additionally, I'm bolstered by subject matter experts covering business development, marketing, and product management roles to lean on for diverse input.
Our primary competitors are other financial advisors and insurance agencies. What sets us apart is our evidence-driven approach, leveraging data science and mathematics to optimize wealth protection strategies.
By centering our approach on clients' goals, we tailor bespoke retirement plans uniquely designed for each individual. Our reliance on mathematical precision and scientific methods provides assurance of results that our clients can proudly claim they co-engineered.
because i am an insurance broker, the insurance carriers pay me a commission for the policies that are enforced. the Clients dont pay me
Our retirement and 401k calculators are now completely developed and readily accessible online for our users' financial planning needs.
Our startup tracks three critical product metrics: the number of policies we sell, which reflects our market reach; those enforced, illustrating compliance and trust from customers; finally, retained ones demonstrate customer satisfaction and loyalty.
Our company incorporated in
The major risks confronting our startup include regulatory changes, unpredictable market volatility or potential economic recessions that could hamper our clients' wealth growth and new entrants in the financial services market offering similar solutions.
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We raised investments
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Currently, we are raising investments
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Estimated pre-investment valuation of the company
We're seeking an experienced Financial Advisor with a proven track record in retirement planning and wealth management for our startup, "Protect and Grow Your Money". The successful candidate will be responsible for developing and implementing effective financial strategies, handling clients' portfolios, and partnering with them to meet their short and long-term financial objectives. Strong communication skills, a solid understanding of tax regulations, and an ability to manage financial risk are essential. This role offers the opportunity to join a dynamic team that leverages AI & machine learning technologies for economic forecasting and tax optimization. If you enjoy solving financial challenges in a tech-driven environment and empowering clients towards a financially secure retirement, this is an ideal position for you. Visit us at protectandgrowyourmoney.com to learn more about our methods and mission.
