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Are you financially set-up for success?
Whether it’s saving for retirement, paying off debt, or preparing for an emergency, the facts are that without a plan it’s going to be really hard for you to get ahead.
I don’t want you to keep going through life wondering when your debt will go away, when you’ll have enough money to save or whether or not you’re prepared to retire. I want to help you PLAN FOR IT.
In my complimentary 60 minute consultation, I’ll help you create a customized and easy-to-follow financial plan based on your specific needs!
I’ll help you cover any of the following areas you need help with:
Are you paying too much for life insurance? Do you even know what plan you have and the features of your life insurance? Don’t feel bad most people don’t. It’s important to protect your Assets with the proper protection and guard you family from unexpected loss of income from a primary income earner. Learn how to choose your life insurance plan based on your NEEDS vs WANTS.
Retirement Income Strategies
Do you want to work for the rest of your life? I hope not. Do you know how much money you want to have at the time of retirement? Learn how to increase long -term wealth and minimize taxation in your lifetime. Will your 401k, 403b, IRA be enough? We create a platform for you to have peace of mind knowing you will never run out of money. Learn how to create a lifetime income check from your own money.
Most people are in some kind of Debt do you know if you have “good” debt or “bad” debt. Do you have a system in place that is working for you and your financial goals. If the answer is no learn how to create a plan that will get you DEBT FREE in the shortest amount of time.
People now a days live paycheck to paycheck and don’t know what’s it’s like to have any savings. The usual is I don’t make enough. I just have enough funds to live day in day out. Learn how we can support you in finding strategies to save money.
College Savings Plan
Do you have kids, would you like them to attend college but you just can’t afford to pay for their college. Learn difference options available to start saving for their college. It’s important to make college more accessible to them and prepare yourself for their higher educational expenses in order for them to follow their dreams. We can help you learn how.
Imagine you work your entire lifetime to create a lifestyle for your family and after you die what happens? Knowing how to preserve your estate is fundamental. Learn how to transfer your wealth to your loved ones while you are still alive. Learn about the options available to you.