Offset your clients’ income and portfolio risk.
Leverage their home equity the way it was intended.

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We may not be using housing wealth appropriately.

Many of our clients have equity in their homes. But most clients are not including this accumulated value in their retirement planning.

With a small change, housing wealth is a great way to offset income and portfolio risk. It’s also a way to provide for long-term care benefits for those who cannot qualify for other benefits.

We can help you understand how to use housing wealth properly, in a way that benefits your clients and sets you apart from your competitors. 

Housing wealth is probably the most misunderstood and misused piece of American wealth today.

What Others Are Saying

“Mike McGlothlin and the High Performance Practice program have been very helpful to our practice. The resources they offer focus in areas we have needed to address or clarify within our practice, and their input and insight on a number of topics has been extremely helpful.”


Neal Clemens
Financial Advisor

WHAT’S NEXT

Check Out The Other Five Accelerants

The Six Accelerants of a High Performing Practice will help shift your mindset and evolve your retirement income strategies. Once you finish “Shifting for Changing Demographics” be sure to check out the additional free training videos available.