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Strategy

At Our Firm, our clients are introduced to the Lifetime Economic Acceleration Process™, LEAP®, which is a holistic strategic system. Using the PS&G Model®, LEAP looks at all aspects of our client’s financial life, which allows financial decisions based on economics, not products or tax laws.

With our assistance and the PS&G Model, our clients have the potential to:

  • Eliminates financial “junk drawer” approach
  • Simulate financial strategies and view potential outcomes
  • Learn how the eroding factors of inflation, planned obsolescence, technological change and tax law changes will affect retirement

Above all, we believe if clients are aware of the challenges that we all face from now through retirement and are able to develop contingency plans, it will add to their confidence.

© 2003-2013 Leap Systems, LLC – LL001-LS-R1302 – No part of this page may be reproduced, abstracted, excerpted, transmitted, in any form by any means, electronic, mechanical, or photographic, or stored in information systems, except as set forth in writing under a license from Leap Systems, LLC. Any other use is prohibited. Lifetime Economic Acceleration Process™, LEAP®, and PS&G Model® are trademarks of Leap Systems, LLC.

LEAP is independent of HTK.  The views expressed are those of the presenting party and do not necessarily reflect the views of HTK or its affiliates.

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