Accelerated Wealth Management

For many people, developing a strategy to accelerate the payoff of debt is the first place to start when starting a wealth building plan.  A first step to being able to apply discretionary income to paying off debt is to make sure there is an emergency fund for unforeseen expenses.  Once this fund is established, a plan to accelerate the pay off of mortgage and consumer debt with discretionary income coming through the household will be the best Return On Investment (ROI) most people will realize in their income producing years for the purpose of building wealth for the future. 

How is this possible?

Most people do not have a consistent investment strategy or are able to put enough discretionary income into investment accounts to do much significant good for building wealth over their lifetimes.  Applying whatever discretionary income they have towards canceling interest payments on debt and to shorten up their debts terms will far outpace most hit and miss investment strategies they would employ.

By far the most disciplined approach to paying off debt is to use an automated bill payment system which is set up to how you are paid at work.  If you are a W2 employee, chances are you are paid bi-weekly or every 14 days.  Seting up an automatic bi-weekly withdrawal system of half-payments every 14 days creates 26 pay periods per year or two extra half-payments per year  that can be applied towards principal reduction.  This method has a tremendous affect on shortening the terms and saving significat amounts of interest of amortized loans like mortgages, auto & student loans.

Please SUBMIT CONTACT INFORMATION as a preliminary step to starting the debt payoff process.  Once received, an agent will email a confirmation and ask for a time to call or meet in person to gather specifics needed to recommend a plan to accelerate the pay off of your current debt structure.  There is no need to pull credit or to ask for personal information like social security numbers.

SMART Payment Plan Referral Contact Information Form
Customer Name*
Address
City
State
Zip Code
Phone Number*
Email*
Type of Loan*	Mortgage   Auto Loan   Student Loan
Current Loan Balance*
Interest Rate*
Term Remaining (Months)*
Monthly Payment (Include Escrow & MI)*
Next Payment Due Date*
Has Customer Been Called About SPP?*	Yes   No
Customer Call Back Preference*	Mornings   Afternoons   Evenings
Referral Partner (Your Name)*
Image Verification Please enter the text from the image: [Refresh Image][What's This?]