It's not just enough to build wealth! We must maintain it. And we must protect it against the future. We can’t predict the future, but we do know that bad things sometimes happen to even the best of people. Cars break down, people get sick, storms damage homes and businesses, one person’s carelessness alters another’s life forever. A solid financial plan equips you to weather the storm and keep moving forward!
Once you are debt free and have a solid foundation of 3-6 months savings, we work with you to find the best strategies to maintain what you’ve earned. We also look at strategies to continue growing your wealth while securing your future. There’s no “one-size-fits-all” when it comes to wealth creation and management. Your plan will depend on your personality, risk-taking style, goals, and obligations.
While there’s no “one-size-fits-all” we generally recommend that people in the “build” phase of their financial journey accomplish steps 4 - 6 of our 7 step plan to financial freedom:
4. Invest 15% of Pay For Retirement
5. Fund Kid’s College
6. Pay Off Your Home
Why bother building wealth? Won’t the government take care of me? Why do I need to save for retirement if I KNOW I’m going to work until I die? How can I fund my kid’s college without hurting his/her chances for scholarship? Why should I pay off my home early when the interest rates are so low? Won’t I lose my best tax deduction if I pay off my home early?
These questions and more are answered through our variety of wealth building seminars and training packages. Contact us TODAY for a free no-obligation, consultation!
This site is for informational purposes only and does not constitute professional advice. Each situation has many variables, so we recommend engaging the services of your own financial planner. To inquire about engaging our services, please click the "Contact" link at the top of our page.