The advantage of working with ProAdvisor for your wealth retention, wealth building and tax reduction needs is all in the approach our advisors take. ProAdvisor bases its approach on the works of the some of the biggest financial geniuses to date, including Nobel laureates and Princeton scholars such as William Sharpe, Harry Markovitz, and Merton H. Miller. ProAdvisor creators and developers of the programs our advisor use to assist clients maximize their wealth while minimizing their tax obligations are based on the financial planning models of William Sharpe and the development of wealth portfolios by Harry Markovitz. In essence, the ProAdvisor Advantage is a streamlined wealth management process, where the benefit to our clients is a tax deferred, income optimized retirement plan in one comprehensive package.
Look Back So We Can Take a Step Forward
William Sharpe, who is a Nobel Prize winner, is also responsible for the way that financial planning is attended to today. Sharpe’s ideas shaped the way that financial planning giants such as Merrill Lynch, Wells Fargo, and Allstate are founded. One of the primary Sharpe methods is the lockbox separation method. This method separates your money into pods that you use over periods of time. When you combine wealth planning with the lockbox separation method, you find optimal asset allocation, which is the solid foundation on which ProAdvisor is built.
ProAdvisor also folds in the risk monitoring and creating return over several types of portfolios. This theory is instilled into the ProAdvisor Advnatge by the Neumann Theory Prize winner and Nobel Prize winner in Economics Harry Markovitz and the Nobel Prize winner, Merton Miller. Miller is also the co-creator of the Modigliani-Miller theorem, which illustrates the lack of relevance in the debt versus equity structure of financial planning.
Basing our own innovative approach on the combined efforts of these great minds sets ProAdvisor apart from the crowded financial planning arena. Standing apart from the crowd by retaining more of their wealth and reducing tax obligations as part of their retirement plans is what ProAdvisor clients cite as the ProAdvisor Advantage.
Are you ready to feel the ProAdvisor Advantages in growing and retaining your own personal wealth? Provide us with your information and one of our advisors will be in touch to start working on your custom retirement plan.