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Unconvential Process. Evidence-based Results.
Unconventional Process
Macro Wealth Management
Evidence-Based Results

G.I.V.E. Profile

Baby Boomers:MWM-7

People between ages 45 and 70 may benefit most from the G.I.V.E. strategy.

Appreciated Assets:

If you have appreciated securities or if you got an inheritance, or perhaps you have real estate or a business you’re planning to sell, or a rental property, or maybe you’ve just been a good saver in addition to your retirement plans, you could be a good candidate for the G.I.V.E. program. 

Charitably Inclined:

Perhaps you have volunteered at a hospital or soup kitchen. Maybe you feel good when you give money to your alma mater or to your religious organization. Possibly you’ve felt you just can’t afford to give a lot to charities because it will negatively impact your retirement or leave less to your children. We can help you put together a plan that could be profoundly meaningful to you and, at the same time, may positively impact your retirement and estate plan. 

Healthy:

The G.I.V.E. strategy is designed to work over time. The longer you live, the more the benefits may accrue.