Wednesday, February 1, 2012

Now What?


Let me guess.  You've got a 401(k), Roth IRA, a few stocks here and there, some life insurance, a 529 Plan, and a year's worth of New Year's resolutions to eat less and move more.

You've got a six figure income, German cars, punched cruise ship tickets, frequent flyer miles, an active social calendar, and a nice home in that cool place downtown or that quiet suburb with the nice restaurants and strong school system.


You've got the degrees and the student loans to show for it.


You're well educated.  You've started a business.  You're successful.  Now what?


You don't feel like your money is doing all it could for you - right?


You hired an advisor to show you the way, but he keeps pushing "cash value" life insurance and something called an "indexed" annuity down  your throat, along with the standard mutual funds you already have in your 401(k).


Are you ready for the next phase in investing? 


Are you interested in building a million dollar portfolio?


If so, then...do the 1 - 2 punch.




2)  Call us at 704.222.4162 and ask for the Million Dollar Portfolio - today



Saturday, January 28, 2012

Our Ideal Client

Our ideal client is adventurous, unconventional, unreasonable, civic minded, free spirited -
and doesn't mind getting their feet wet after a long day at the office.  Does this sound like you?
Ready to build a million dollar portfolio?

You've Reached a Fork in the Road

Stay in the Middle Class or become a Millionaire

Wednesday, January 25, 2012

How To Build a Million Dollar Portfolio in 10 Years or Less

Please Visit our YouTube Channel to watch our "How To" video on becoming a millionaire in 10 years or less.




Thank you!

Maurice Wilson

Thursday, January 19, 2012

The High Income Illusion

As a rule most people are happy or content once their income climbs north of $70,000 a year.  This is because once you start making over $70,000 a year you are almost guaranteed to make more than most people you meet - more importanly your neighbors.  You see our basic needs including even a foreign luxury car (leased anyway) can be met at $50,000 a year, but that extra $20,000 or more assures us that we are during better than our peers - and that's really important - especially to guys.

But that's where the illusion begins.  You see high income young professionals are a successful special group of people.  They've always done better than their peers.  They were always the leaders - good grades, civic actions, ambition, what have you - they have always stood out.  And now that they are cashing in with six figure incomes it's easy for them to think that they have reached the top.

But they haven't and they know it.  Somewhere between getting the job and getting the next big promotion successful young professionals begin to ponder if this is it.  Is there more?  Do they want to keep this job, is there something else they should be doing.  What would they do if they could retire at 40, 45, or 50? 

They get the sense that they aren't necessarily living life to the fullest - and they are right.  You can't truly enjoy life until you have the option to live it outside of a 9 - 5 or the hustle and bustle of small business ownership.  You need to have the option to not do anything to find out what you truly want to do.

Everything most successful young professionals do is geared towards having a great career or owning a thriving business.  What about doing nothing?  "Well that's what retirement is for," many will say.

But what good is having all that money in retirement if the majority of your life is already lived?

What about the prime of your life?  The early 30s and 40s where your health is EXCELLENT and you have all the energy and ambition to maximize this thing we call life.  Those prime years where your health is your greatest asset - what are you doing to maximize them?  Making more money?  Sure, but what if you could actually enjoy that money outside of a 7-day vacation and a two week winter break?

If you had a million dollars you could find out.  You could find out what you would do if you didn't need to work for a living.  And you could find out relatively early instead of in retirement - like most people.

If you want to build a million dollars in the prime of your life, you're going to need to invest more money and make more money off those investments. 

I can show you how. 

I can show you how to possibly make 25% or more on your investments using leveraged ETFs.  They are the most powerful investments on Earth and I use them to build million dollar portfolios.

For more info on how to get started e-mail "Million Dollar Portfolio" to maurice@wilsonwealth.com

Let's get started - today.

Sunday, May 15, 2011

Young and Successful is Not Enough...


You're young, typically age 25 - 45. You work for a Fortune 500 company in some major city in the Southeast or Mid Atlantic. Your parents couldn't be more pleased that their "baby" is fulfilling his potential and making all those college loans "worth it".

You have the car of your dreams, the nice home, the trips with friends, the "iToys", the life. You're successful...right? Of course! But that is no longer enough.


In today's topsy turvy global economy you are going to have to build a million dollar war chest before age 45 if you even hope to have the life that you think you deserve. And this isn't about retirement, this is about the by-product of success....income. High income to be more exact, high positions to be more explicit.

As you rise from young upstart to middle management and potentially to the top of the org chart it's not uncommon that you will experience lay-offs and downsizing. In the past your resume was enough to get you back in a job in the same industry. But the Great Recession changed all that. There are thousands upon thousands of young professionals who were clocking $100,000+ incomes, but are now walking the street looking for jobs. And they don't have any real prospect of ever returning to their previous level of success.

How about you? You are fortunate to still have a job, but can you guarantee that you won't get the ax tomorrow? Can you say that you can walk into another "good job" the next day?

Probably not, that's why it's important that you use your time and your youth to build a million dollar portfolio in ten years or less. Anything else you are doing to protect yourself (more school, training, networking) is a waste of time and money.


So how do you get there? How do you accomplish such a goal? Do you start a business? Take an extra job? You could, but how long could you work 80 hour weeks? Do you have the stomach and savvy to start a business? Probably not or else you'd be doing so already. Every employed person wants to start a business because they have the option of not doing so. Remember the 90's? Everyone was hell bent on retiring early and starting their own thing, then the Great Recession hit and they were begging to get back into Corporate America.

Look the answer is the stock market. The great thing about the stock market is that you can invest in great companies like Apple, Chipotle Grill, and McDonald's. Let the companies that are already successful grow your money.

All you have to do is invest...differently. For more info e-mail me at maurice@wilsonwealth.com