INCREASE CASH FLOW
Improving cash flow is an essential part of financial planning. We start by identifying expenses that can be reduced, eliminated or optimized. Then we identify opportunities
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FINANCIAL SECURITY
6 STEPS TO FINANCIAL SECURITY
Get Out Of Debt (GOOD)
If you have a mortgage, auto loans, credit card balances, student loans, or other financial obligations, we put you on a plan to be debt-free within the next 8-10 years, including your mortgage.
EMERGENCY FUND
To properly plan and be prepared for emergencies, 3-6 months of net income should be in reserve and assessable in a bank. Unfortunately, the only savings that the majority of people have.
PROPER PROTECTION
The majority of Americans do not have enough life insurance nor do they have the right type of life insurance for their family's needs.
BUILD WEALTH
Long-term savings must outpace inflation and minimize taxation in order to achieve financial success. We educate clients on the many options available.
PRESERVE WEALTH
A successful financial plan includes a strategy to reduce or eliminate estate taxes upon the transferrance of wealth from one generation to another.