WHAT YOU DON'T KNOW CAN HURT YOU!
With money, comes questions... from how to determine the appropriate strategy for accumulation to how to maximize all of your sources of retirement income—it can be a lot to think about. But there is Good News... You have a Friend in the Business!
At Financial 411 we are by your side to help you feel confident about your money. Your financial goals and needs are unique to you. Instead of offering generic services and solutions, we tailor our service to you
So, whether you're in need of retirement planning, an insurance upgrade, or just a review, if it is Social Security advice, college prep, or a complete makeover, we are committed to helping you navigate your options to ensure you have a comfortable and confident future!
At FINANCIAL 411
IT STARTS WITH TRUST
"For over 35 years, our clients have trusted us to help them make
smart decisions for their financial future."
WE'LL BE THERE TO GUIDE YOU THROUGH THE JOURNEY
MAPPING YOUR FINANCIAL FUTURE
So, what's your GPS telling you? Are you tracking a course towards prosperity or are you going in circles? We think of Financial GPS planning as the map that guides you through life's journey. After all, without a map, how would you know where you are going? At Financial 411 we establish where you are today and where you want to go in order to determine how best to avoid roadblocks.
Activate your GPS
(Getting to know you)
Our Initial Meeting has very little to do with most things financial, but more so to do with "all things you." Our goal is to get to know you, your spouse, your family, and your lifestyle. We want to know more about your expectation for the future. The more we know about you & your family, the more accurate we can be when designing a plan that fits YOU. We provide you with our comprehensive inventory forms which include your goals and your objectives.
In our second meeting is where we review your inventory, your plans & expectations prior to our next meeting where we discuss your course for the future. We gather all your data, statements, and any information about your current financial situation. We chart a course toward your retirement destination. Here we may discuss some points or features you may not have considered and bring to light how to move forward completely.
Planning your Route
(Analysis & Design)
During the time between meetings, we go to work developing a clear and comprehensive plan to achieve all your objectives. We develop a financial strategy to maximize the efficiency of your life's work and savings by minimizing the effects of taxes in retirement and a guaranteed Increasing income for life.
(Outline the plan)
Phase 4 -- This is when we follow through with the implementation of your plan directives. We complete the necessary forms and set up your accounts towards your destintation.
Staying on Course
(Take action on the plan)
Review of your plan design, confirmation that we have implemented all the options and goals that you wanted. Once you are satisfied with your strategy, our team of professionals will put your plan into action!
(Reviews & Follow-up)
We understand that both your life and the financial markets can change over time. We'll continually work with you to review your strategy and determine if any changes are needed along the way. Our goal is to help you stay on track to achieve what's most important to you.
Listen - Learn - Grow