Building Wealth

To most people building wealth is one of their top priorities. Whether you’re building wealth to enjoy retirement or to pass it on to future generations it’s important to make your hard earned money work hard for you.

Iron Gate Global understands the importance of building wealth and putting your money to work for you.

So how do we help you build your wealth? It’s a simple three step method that starts by helping you answer the key question how much “wealth” do you need?

Step 1:

A Financial Plan

The first step is reviewing where you currently stand in your wealth building. One of our experienced advisors will create a robust financial plan will help answer the following questions . . .

  • Are you on track to accomplish your financial wealth goals?
  • Are you a little behind in your planning for retirement?
  • Are you going to outlive your current assets?

Step 2:

Building a Portfolio

Based on the results of the financial plan we will build a portfolio that will help you build wealth and accomplish your financial goals. This portfolio will be different for depending on where you currently are compared to where to you need to be.

A portfolio may contain . . .

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Options
  • Real Estate

Step 3:

Take Action

This step is the most simple . . . and the hardest. Once you understand what you needs to take place for you to build wealth, you have to do it. As Pablo Picasso said, “action is the foundational key to all success.”

Once you take action and make the decision the rest is easy, just relax and let Iron Gate Global do the rest.