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F.A.Q


Isn't financial and retirement planning only for people with a certain amount of money?

Everyone, we repeat, everyone, should know how they can make money work for them instead of only working for money. Having a plan to gain better control of your finances is vital no matter the amount of money you start with.

Without proper financial and retirement planning you could find yourself on the outside looking in at your future wishes and dreams. Don't leave it to chance.

Create a plan and take an active role in living the life you want for both the present time, and when you are ready to stop working.

I'm young, should I be thinking about retirement already?

Retirement is about having income you don't have to work for which pays for all of your living expenses. It is not about your age. The smart thing is to start thinking of what having enough money would look like as soon as possible.

Then, develop a solid strategy that involves more than just saving. This includes passive income streams from various sources. Remember, you are not free unless you are financially free.

How long do you want to wait to take control of your money and your future?

Doesn't my workplace have my retirement taken care of?

The answer to that question the vast majority of the time is a resounding NO. Companies are responsible for producing results for their shareholders. Workers are almost always secondary if not even less of a priority.

There is no one more invested in your financial future than you. If you don't take a hands on approach and put a plan of your own together it is likely you will find yourself out in the cold.

This plan can include employer benefits, but by no means should that be your only plan.

How much should retirement planning cost?

From the premiums you might pay for the right type of insurance, to creating the documents that give the instructions for what to do if you are incapacitated, the cost of putting an effective and professionally crafted plan in place is well worth it.

That being established, retirement planning services range typically from $1000 to $2000 to design and build. However, our team is focused on bringing those costs to within reach of more Americans, and instead of a "one size fits all" fee, we tailor our pricing schedule for the individual.

Call or click for details.

I'm reaching what is considered to be traditional retiremement age. Isn't it too late for me?

We believe it is never too late to take control of your future. No matter what your age, there are solutions we can put in place to help you reach your goals.

One of the first steps is to start with a needs and goals analysis. Then we can determine what should be built into your time horizon to work towards meeting those goals.

I'm interested in becoming a professional in the financial industry. Where can I get started?

If you would like to learn more about becoming a professional in the highest paying industry on the planet, and how you can contribute to making a difference in the financial future for others, click the link below.




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