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Becoming a high net worth investor is about patience and savvy, not luck

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Explore seven financial strategies that may help you identify opportunities in your portfolio and potentially grow the life and legacy you want.

Retirement, estate, and legacy planning guidance
Tax optimization and location strategies
Stock diversification and alternative investments

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1 Private equity investments are not appropriate for all investors and typically come with higher risks and fees. Empower works with clients to assess their individual investment objectives, risk tolerance, time horizon, liquidity needs, and investment knowledge to determine if such investments are appropriate for them, and Personal Strategy® clients are required to be an Accredited Investor to utilize private equity investments. The information provided is meant to provide a general understanding, but qualified investors considering investing in private equity investments should read the fund-specific offering documents in their entirety prior to investing. Carefully consider the investment objectives, risks, charges, and expenses before investing. Visit idirectpmfund.com for the prospectus.

Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).

Empower Private Client advisory services are available when you invest $1,000,000 or more with us. Advisory fees do not include underlying fund expenses, brokerage fees, or other costs that may apply. Please review our full fee schedule for details.“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

The statement is provided to you by [] (“Promoter") who has entered into a written referral agreement with Empower Advisory Group, LLC ("EAG"), through which Promoter will be paid up to $2,000 ("Referral Fee") for each person who uses this webpage to hold a qualified Personal Strategy information gathering call through EAG. The Referral Fee is only paid to the Promoter if you ultimately hold a qualified meeting with EAG. Promoter is not a client of EAG. Promoter is not affiliated with EAG or its affiliates and Promoter’s services consist solely of referrals of prospective clients.

No fees or other amounts will be charged to Personal Strategy clients, prospective clients, or any other clients of Promoter or EAG as a result of this arrangement. Investors should conduct their own research and seek advice before making investment decisions. For more information about EAG, refer to its Form ADV through the SEC’s website or linked here: https://dcprovider.com/eag/EAG-ADV-Part-2A-Brochure-Personal-Strategies.pdf