Achieving personal financial success continues to be an elusive target for most Americans. Consumers of all income and net worth levels often express feelings of confusion, frustration, skepticism and sometimes even fear as they approach the subjects of insurance and wealth management.

People may be required to sift through mountains of information provided by a multitude of institutions and advisors in order to keep their affairs current. Many never accomplish a significant degree of organization, or a high level of financial confidence.

All too often, consumers accept financial suggestions that are limited, inaccurate and incomplete. The sudden impact of life events can affect even the best laid plans. Many plans and systems make recommendations that rely on fragile assumptions and predictions that are based only on minimal needs, and ignore critical economic forces. They, like the inexperienced billiards player, only focus on one shot at a time. They may have caused one ball to go in the pocket but fail to recognize the interdependence of each shot in achieving the final goal.

The miscalculation of the cost of living and distractions from the many financial myths portrayed in newspapers, television, radio and marketing and advertising materials can cause people to adopt shortsighted strategies which produce unfavorable financial symptoms.

Chasing rates of returns, misunderstanding of expense versus investment, missing hidden expenses or ignoring their long-term impact and searching for the "magical product" to cure all financial woes are all examples of inexperienced financial management.

The process that we take you through will allow you to obtain a new perspective on the challenges and solutions of successful protection and wealth building. We do not simply rely on math and attempt to map out a specific path for achieving your financial goals. Instead, because the future is so unpredictable, we pursue “financial balance” as the key objective.

In order to maximize your wealth building potential we use a system known as The Living Balance Sheet® which acts as a ready-made template upon which every conceivable product and strategy can be placed, evaluated and monitored. It offers comprehensive feedback toward all Protection, Asset, Liability, and Cash Flow issues, without the bias and marketing hype contained in many other programs.

The McPartland Group will teach you ways to avoid these problems by simultaneously considering Protection, Assets, Liabilities and Cash Flow, and combining all four critical “domains” into a single view. This perspective is a breakthrough in the financial industry and allows us to work with you on a much more complete picture of the many components that make up your financial life.