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Can you answer these 4 questions?
Everyone has to answer these today or in the future, so why wait?

  1. What Rate of Return will you need to earn on your savings and investment dollars to be able to live in the future like you live today, adjusted for inflation, and still have enough money to last through your life expectancy?
  2. How much money should you be saving on a monthly or annual basis to accumulate enough by retirement to live at the same standard of living you enjoy today?
  3. How long will you need to work before you can retire and then have enough money to live through your life expectancy? 
  4. How much will you need to reduce your future standard of living during retirement if you don't do something different than what you are doing today?

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****If you're eager to find out the answers, grab your financial information, pay stubs, retirement accounts, etc. and plan on about 20 minutes of your time to fill out the information. The information you submit is encrypted and sent securely. A financial professional will review the data and get in touch to schedule some time to discuss these 4 questions with you.

We NEVER charge clients for this discovery meeting.

There are five major areas where people are most often losing money unknowingly and unnecessarily:
 

  1. How you pay for your house (mortgages)
  2. How you pay taxes (taxes)
  3. How you fund your retirement accounts (qualified plans)
  4. How you pay for your children’s education (college funding)
  5. How you pay for major capital purchases like cars, weddings, vacations

 

There are only two ways to serve someone in the financial services business:

  • One is to help people find better products that potentially pay higher returns that often require more risk.
  • The second is to help them be more efficient with the resources they already have.
 
We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winners.

FAQS AND ANSWERS

Safe Investments

"Compound Interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't pays it"

                                    - Albert Einstein

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Our financial experts specialize in identifying safe and profitable investment opportunities for our clients. With a focus on risk management and long-term growth, we ensure that your investments are secure and aligned with your financial goals.

College Savings

Planning for college expenses can be overwhelming. Our team assists individuals in creating tailored savings plans to cover educational costs efficiently. We provide strategies that consider tuition inflation and changing financial circumstances to secure a bright academic future for your loved ones.

"You should not have to sacrifice your future retirement for your children's college expenses."

-Marty Blackmon

 

Why not learn how to use the same funds to pay for both college and then retirement at the same time without disturbing the uninterrupted compounded earnings?

Alternative Assets Exploration

"It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning"

                                    - Henry Ford

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Diversifying your portfolio with alternative assets can enhance your investment strategy. We guide clients in exploring various options such as real estate, commodities, and private equity to optimize returns and reduce overall portfolio risk.

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