Wealth-Tech Solutions
Designed to help Achieve and Maintain Generational Wealth
What is Financial Immortality?
Physical immortality is defined as the ability to live forever. Financial Immortality is the ability to have your Income Producing Assets (IPAs) support your family and future generations. Financial Immortality Systems (FIS) is an Atlanta-based firm committed to helping individuals, families, and organizations chart a path toward Financial Immortality.
Key to designing a sustainable FIS is making the transition to understanding the difference between income from Work and income from IPAs.
Income From Work (or earned income) is determined by your level of expertise multiplied by your level of effort in hours.
Income From IPAs (or asset income) is the product of income-generating assets as well as the value of the assets over time.
We’ve created FIS with the primary objective of offering comprehensive solutions that encompass cutting-edge technology, robust mechanisms, and streamlined processes. Our overarching goal is to empower individuals. families and organizations to not only cultivate but also effectively manage and safeguard generational wealth.
Financial Emancipation
The first step toward Financial Immortality is to achieve Financial Emancipation. We’ll work with you to conduct a thorough assessment to determine where you are in your journey. Once complete, we’ll help you help you identify the objectives, strategies, and tactics necessary to achieve your goals.
The Financial Emancipation System will help establish momentum.
Financial Affluence
After your Financial Emancipation Plan is in place, we’ll help you refine the structures, processes, and team members necessary for you to continue to grow organically into Financial Affluence. This includes a comprehensive Risk Assessment, an IPA Portfolio Analysis, and a Tax Liability Assessment.
The Financial Affluence System will help you increase momentum.
Financial Wealth
Your Financial Wealth System will help you maintain your velocity while adjusting your management and governance approach to accommodate larger and more complex ownership structures and management teams. The experience gained on your journey during Financial Emancipation and Affluence will inform how your Financial Wealth System is implemented.
The Financial Wealth System will help you maintain momentum.
