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THE MACRO ASSET PERSPECTIVE® PROCESS

Empower Financial Group is proud to be certified to offer the Macro Asset Perspective® planning process. Through this unique educational approach, they can help you better plan for retirement. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.

The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation and income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

INTRODUCTION

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Empower Financial Group financial professionals use a proprietary process called MAP, or Macro Asset Perspective®. In this process, our professionals deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.

THE PROCESS

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During our process, first we introduce the scope of the work that we do and explain how New York Life provides products and services solutions to our clients. From there, we engage our clients in a Discovery process to uncover their objectives and current financial state. We then do a thorough Analysis of the Discovery Data and engage our team of professionals to develop a Summary Plan and Recommendations. We then Educate our clients as to their options and help them take Action to implement the plan. For many of our clients, they will then move from the MAP Foundations process to the full MAP, which more deals with the accumulation and placement of assets. Our goal is to develop lifetime partnerships with our clients to add value for them.

OUR ROLE

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In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.

DIGGING INTO THE MAP

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The 12 green boxes in the image to the left represent the foundation of risk management planning. From there, our certified MAP Professionals can create a more comprehensive asset allocation model of your current assets and cash flow.

Disclosure

Guy Welsh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4133791), DE, GA, IL, KY, MA, MD, NC, NJ, NM, NY, OH, OR, SD, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Guy Welsh is licensed and authorized to offer insurance in California, but Empower Financial Group LLC may not be. For additional information on California licensure status, please click here.

Guy Welsh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1 S Church Ave Ste 2200, Tucson, AZ, 85701. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, GA, IL, KY, NC, NY, OR, SD, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Stephanie Kidder is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K29730), GA, IL, KY, NC, NV, NY, OH, OR, PA, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Stephanie Kidder is licensed and authorized to offer insurance in California, but Empower Financial Group LLC may not be. For additional information on California licensure status, please click here.

Stephanie Kidder is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1 S Church Ave Ste 2200, Tucson, AZ, 85701, 520-620-5325. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, GA, KY, NC, OH, OR, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Empower Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Empower Financial Group LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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