Mark E. Charnet is one of America’s leading financial planning experts. Now in his third decade of helping people achieve their financial goals, Mark is a visionary entrepreneur with a special talent for perceiving and communicating trends in their early stages.
Several years ago, Mark observed that employers were shifting more responsibility for employee health care, retirement funding and other critical benefits onto the employees themselves. This made the attainment of retirement goals more difficult and the preservation of assets that much more important.
He also saw that many people who had wealth, or were accumulating wealth, didn’t know how to preserve it, especially from the confiscatory nature of the government through their erosive force of taxation, whether while living or at death.
Finally, Mark recognized that there was very little real help for people attaining or preserving wealth. They were often overwhelmed with conflicting advice from various types of professionals, confused by what they heard, and left drowning in an ocean of fees. Further, he saw that taxation was not the only factor that could negatively affect the accumulation and preservation of wealth.
Mark decided to do something about it; he developed the Trinity Method of Investing©, a concept described in this web site. This copyrighted method protects investments from what he calls not one, but, “The Five Forces of Portfolio Demise.” With the Trinity Method of Investing©, investors are shielded not only from loss of income from stock market corrections and crashes, but from excessive taxation even at death, ever-climbing medical costs, nursing home expenses, and even lawsuit liability.
You are urged to attend one of the Trinity Method of Investing© Workshops. In two hours, and at no cost, you can learn how to give your investments the same degree of protection that auto insurance gives your car, and homeowners insurance gives your house.