OUR PROCESS

A Better Approach to Building Wealth

PICKETT FINANCIAL has been helping families grow and protect their wealth for over 25 years.

We believe you must first learn how money works and how to maximize wealth by avoiding unnecessary losses before you focus on where to invest your money.

Unnecessary losses can be in the form of taxes, insurance, expenses and debt.

Think of your wealth as being contained in a bucket. There are two ways to fill it up. You can increase the flow into the bucket, OR… you can plug the holes, allowing the bucket to fill up even if the inflow is a mere trickle.

Those holes represent threats to your lifestyle; interest expense, excessive taxes, non-deductible debts, opportunity costs and more. We’ll help you identify the leaks in your “bucket” and then teach you how to fill it up by plugging those holes.

As a result, we will provide you with:

  • More safety of your money.
  • Access to your money when you need it.
  • Less non-preferred debt such as cars, and credit cards.
  • Better and safer leverage of your money.
  • Reduced taxes.
  • More income at retirement that you can never outlive.
  • More benefits for you and your family.
  • Peace of Mind.