1-844-435-SAFE (7223)
WE WILL BE WITH YOU EVERY STEP OF THE WAY AND WILL CONTINUE TO SUPPORT YOUR JOURNEY!
AS SEEN IN:
"WHAT YOU DON'T KNOW CAN HURT YOU!"
With money, comes questions;
From determining an appropriate strategy for accumulation to maximizing your retirement income sources—it can be overwhelming. But here's the good news: You have a Friend in the Business!
At Financial 411, we're committed to being by your side, empowering you to feel confident about your financial decisions. We recognize that your financial goals and needs are unique, and that's why we don't believe in one-size-fits-all solutions. Instead, we tailor our services specifically to your individual situation, ensuring you receive the personalized guidance you deserve.
Whether you need retirement planning, an insurance review, Social Security advice, college prep, or even a comprehensive financial makeover, we're here to guide you through your options. Our mission is to help you navigate your financial journey smoothly, ensuring you can look forward to a comfortable and confident future.
Your Financial GPS ( Goals, Planning, Solutions)
Charting your course
So, what's your GPS telling you? Are you on a path to prosperity or just spinning in circles?
Embark on a journey toward financial success with our comprehensive GPS system—Goals, Planning, Solutions. This isn't just about charts and graphs; it's about mapping your financial future with precision and confidence. Whether you're setting ambitious goals, strategizing your plan, or finding tailored solutions, our Financial GPS will guide you every step of the way. Imagine a clear path to financial freedom, where every decision is informed, and every goal is within reach. Let’s chart this course together and transform your financial dreams into reality.
Activate your GPS
(Getting to know you)
PHASE 1
Our initial meeting is less about the numbers and more about getting to know *you*. We're interested in learning about you, your spouse, your family, and your lifestyle. Understanding your expectations for the future allows us to create a plan that truly fits your unique needs.
The more we know about you and your family, the more precise and personalized our planning can be. To facilitate this, we provide comprehensive inventory forms that cover your goals and objectives, ensuring we capture the full picture of your financial aspirations.
Starting Point
(Taking Inventory)
PHASE 2
In our second meeting, we take a deep dive into your financial inventory, plans, and expectations. We'll collect all your data, statements, and any essential information about your current financial situation. This forms the foundation for mapping out your path to retirement.
During this session, we may bring to light some factors you haven't considered and offer valuable insights on how to effectively navigate your financial future.
Planning your Route
(Analysis & Design)
PHASE 3
Between meetings, we dedicate our time to developing a clear and comprehensive plan tailored to achieve all your financial objectives. Our focus is on maximizing the efficiency of your hard-earned savings while minimizing the impact of taxes in retirement. We design strategies that ensure a guaranteed, increasing income for life. By the time we meet again to finalize your plan, you'll have a clear and informed path forward.
GPS Implementation
(Outline the plan)
PHASE 4
In our third meeting, we will thoroughly review the various plans with you. This is the stage where we transition from planning to action, implementing your chosen strategies. We’ll handle all necessary paperwork and set up your accounts, ensuring you are confidently on the path to achieving your financial goals.
Staying on Course
(Take action on the plan)
PHASE 5
We'll review your plan design to ensure all the options and goals you've specified are incorporated. If any changes are needed, we will make those adjustments. Once you are completely satisfied with your strategy, our team of professionals will put your plan into action!
GPS Tune-up
(Reviews & Follow-up)
PHASE 6
We recognize that your lifestyle and plans may change and financial markets can evolve over time. That's why we'll consistently work with you to review your strategy and make any necessary adjustments. Our goal is to help you stay on course to achieve your family's financial objectives.
MEDIA
Listen - Learn - Grow
Be a part of the program by asking your questions 1-844-435-SAFE (7233)
GENERATIONS MATTER
Planning for retirement can be overwhelming. If you're not sure where to begin, we're here to guide you.
Is it Too Early to Plan for your Financial Future?
The fact is, it's never too early to start planning for your financial future. The sooner you begin, the sooner you can aim for a comfortable retirement. If you haven't initiated a plan yet, there's no better time than now to take that crucial first step. And guess what? It's easier than you think. Whether you're just starting out or looking to fine-tune your existing strategy, laying the groundwork for a solid financial future can be both simple and empowering. So why wait? Begin today and let us help you navigate the path to financial freedom.
Is your Financial Plan Strong Enough?
As you enter the latter half of your career, your financial outlook is becoming clearer. Now is the perfect time to revisit your financial plan and evaluate how robust it is. Take a close look at what steps you can take to ensure a smooth transition into retirement, making adjustments as needed to align with your evolving goals and circumstances.
Are your retirement assets enough... Are they protected?
You've worked hard, earned your time for leisure, and raised your family well. But the crucial question remains: Are you truly ready for retirement without having to rely financially on others? Ensure your retirement assets are not only sufficient but also well-protected to give you the peace of mind and independence you deserve in your golden years.
Let's Connect Today
1-844-435-SAFE (7233)
We Value the opportunity to discuss innovative strategies (often overlooked by many advisors) that can help you strengthen your financial future. Contact us today to schedule a complimentary, no-obligation strategy session. Let's work together to build a stronger, more secure financial plan tailored just for you.
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Financial 411, Robert Goldsmith, and Deanna Goldsmith are representatives of Financial Fitness & Insurance Services, LLC, a Nevada Corporation. Robert has been a licensed insurance and financial professional since 1982 and is a member of the National Ethics Association and National Association of Professional Agents. Deanna Goldsmith is also a member of the National Association of Professional Agents and has earned her certificate as a National Social Security Advisor. Deanna Goldsmith has been a licensed insurance professional since 2003. Financial Fitness & Insurance Services, LLC, Robert Goldsmith, and Deanna Goldsmith do not provide legal or tax advice, any information perceived as legal or tax advice is purely consequential. For legal or tax advice you should always consult a licensed tax advisor or attorney.