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After building a wall of protection, I want to:

♦ Build liquidity for emergencies and opportunities—cash is king when

everyone else is broke
♦ Protect my principal—Warren Buffett has two rules: Rule #1: Don’t lose
money, Rule #2: Read rule #1

♦ Retain my gains—If I make a profit, I am not giving it back
♦ Create as many pension checks as possible to guarantee income for life
that will cover all of my needs and most, or all, of my wants

♦ Create a beautiful legacy without depriving myself of one single dollar

Now, if all of this seems like a tall order, it is not. What’s more, I do not need Wall

Street to accomplish my goals. When you have a Personal Economic Philosophy
you seldom stray into territory that undermines your goals. Now it is your turn to
develop your Personal Economic Philosophy.

Complete the Matrix Wealth Data Form

The next step in the process is for you to provide us with information about you
and your current retirement income objectives. As a part of our review, we

evaluate the retirement landmines that may be hazardous to your retirement
success such as:
CLIENT DATA FORM
♦ No Personal Economic Philosophy
♦ Taxes

♦ Inflation
♦ Liability Exposure

♦ Market Loss
♦ Sustainable Withdrawal Rate

Upon completion of our review, we use a unique proprietary software program

to create a Retirement Income Audit for your review.