HELPING YOU MAKE YOUR LIFE PLAN A REALITY

Many folks view the financial planning process as creating a budget, crunching numbers and reviewing a bunch of charts and tables. No wonder some people avoid beginning the process! Fortunately, there’s a better approach: Life-Centered Planning, that begins by talking about you, not your money.

My job as a Life-Centered Planner is to build a financial plan that will help you make your life plan—for you, your family, your business, and your employees—a reality. But I believe that maximizing your Return on Life is just as important, if not more so.

I invite you to take our complimentary Return on Life Assessment to understand how well you are using your wealth to improve your life and impact the lives of those you care about. Then, I invite you to get in touch for a complimentary visit to discuss how we can help you bring your vision of success into reality.

MEET MIKE

Mike Kura | Founding Partner
Registered Financial Planner®
Wealth Impact Advisors

“The work I do as a financial planner and coach is driven by my passion for helping others improve their return on life and make an impact on those they care about. This video helps explains the challenges and opportunities in my life that have led me to this work.”

READ MIKE’S BIO

GET IN TOUCH

To ask questions or schedule a complimentary meeting,
please call or email me at:
mkura@teamwia.com
(330) 865-3545

SCHEDULE

RETURN TO LIFE

Are you getting the best life possible life with the money you have? This complimentary, 20-question Return on Life assessment will help you understand whether you are using your money in a manner that improves your wellbeing as well as your sense of progress and freedom…

TAKE THE ROL

FOOD FOR THOUGHT

To learn more about maximizing your Return on Life, check out Mike’s articles, book, and white papers featured below and on our company website.

MAKING YOUR LIFE PLAN A REALITY

The earlier you start thinking about how you can use your wealth–your time, skill and money—to balance your vocation with vacation, your sense of personal and professional progress with recreation and pleasure, and the demands of supporting your family and business with achieving your individual goals…

SIX WAYS TO REDUCE FUTURE INCOME TAXES TODAY

Now that you’ve experienced two years under the new tax regs you may be interested in finetuning your income tax planning for 2020. Here are six tax-savvy steps you can take to reduce your future income taxes, including Expense Bunching, Asset Positioning, Tax-Loss Harvesting, Minimizing Pre-Tax Retirement Plan Contributions, Qualified Charitable Distributions, and Donor Advised Funds.

WILL THIS BE THE YEAR YOU FINALLY…

Here are 20 things you’ve likely put off, but by attending to them, chances are you’ll improve your life and the lives of those around you.

THE 4 PILLARS OF AN ABUNDANT RETIREMENT

After decades of research, interviews, and applied experience, I’ve identified four pillars to retire abundantly. Pillar #1: First, retirement is abundant when you can continue becoming the person you want to become. Yes, even after we retire, the most satisfied people still pursue things that allow them to grow…

WEALTH FRICTION AND “TRICK”

There are several sources of friction in everyone’s wealth engine that are causing dollars to leak out. We use the acronym TRICK to help us identify them: Taxes, Risks, Investment mix, Costs, and Knowledge blind spots…

RETIRE ABUNDANTLY

In his book, Retire Abundantly, Mike Kura offers retired business owners, executives, and professionals wisdom, advice and principles on how to reduce income taxes and estate taxes to create a greater lifestyle and legacy. Filled with easy-to-read tips, case studies and practical solutions, Retire Abundantly is a “must read” for anyone who has accumulated wealth for retirement, so they can more fully enjoy that wealth and more successfully preserve, protect and pass it on.

CASE STUDY: SIGNIFICANT PREMIUM INCREASE SPURS LIFE SETTLEMENT

Are you a candidate for a Life Settlement? In a life settlement agreement, the current life insurance policy owner transfers the ownership and beneficiary designations to a third party, who receives the death proceeds at the passing of the insured. As a result, this buyer has a financial interest in the seller’s death.

SPECIAL REPORT: THE FIVE BIG OBSTACLES TO ENTERING RETIREMENT FREEDOM

We all want to experience more peace, freedom and impact in our lives. After all, do we really need more anxiety, confusion, fear and inflexibility? The purpose of this Special Report is to help you identify the obstacles in your life that hold you back from experiencing more financial peace, freedom and impact – and consequently, from having clarity and confidence about your retirement future. In the process it is our desire that you will bid adieu to financial worry, confusion and fear.

MIKE KURA, RFP
Wealth Impact Advisors, LLC
mkura@teamwia.com
33 Merz Blvd Suite 100
Fairlawn, OH 44333
P: 330.865.3545
F: 330.319.8959



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