Coffee with Your Advisor

When was the last time you reviewed your Financial Plans ?

A financial plan is your road map or as we like to call it, your "GPS" towards a comfortable retirement. And, just like any "road trip," your GPS needs to be reviewed & updated to make sure there are no speed bumps, detours or accidents along the way. Most importantly, it needs to know where you are before it can navigate your way to where you need to be.  

And then, should your destination change, so should your course. In that sense, a financial plan becomes a living entity... As life changes, so should the plan. 

This Weeks PodCast

Join our live interactive podcast on Friday's at 11 am (C) - Click below 

Our Topics Include; 

  1. How your Existing Plan May Affect You, Your Taxes, &Your Family if It's Incomplete? 
  2. How to Secure Your Assets And Still allow them to grow...  or are they all at Risk? 
  3. The Best Way To determine when to Receive Your  Social Security Income?
  4. WhyYou're Protecting More Than Just Your income?
  5. Do You Have a "Real" Estate plan?
  6. Are You Aware of Why having only a Will may be totally Inadequate? 
  7. Why the 2018 Tax reforms will affect your Homeownership, 529, and 401(K)?
  8. How You title Your Investments Affect Your Children's Eligibility College Financial Aid?   

Our professionals can assist you with your current financial plan or simply getting a financial plan started.  And, unlike those other advisors that want you to have nearly a half a million dollars to invest, we'll show you just how to get a plan started. 

Let us help you put you and your family on the road to the financial future you deserve ...

We can help build your Financial Future 3 simple steps: 

1. Relax  2. Chat  3. Plan

What May Have Made Sense for Your Parents Will Likely No longer Be Wise Today! 


Why Should You Have Coffee with Us?

Did We Mention There's No Cost for The Consult and the coffee is on us? 

Are you on track to reach your Financial & Retirement goals? It is important to evaluate where you are at with your financial goal, where you are going, and how to make adjustments along the way. 

Because, what you don't know - can hurt you! Inadequate information can also hurt your family. Every year you take your car in for a check-up (annual inspection) to ensure its running smoothly, you should take similar care of your financial well being with an annual check-up. 

Already Have an Advisor .... How About a Second Opinion? 

Through our "Coffee With Your Advisor" Program, 

We Can Provide You with A Financial Check-up/Makeover! 

You Can Also Learn How You May Qualify To...

  • Create A Plan for your Retirement that is 100% INCOME TAX-FREE! 

  • Receive up to 40% more spendable income from Your 401(k) plan

  • w/o changing It!

  • Convert Your life insurance plan from one that only pays someone when you die, to one that also pays to keep YOU ALIVE ! 

  • (often for less than you may be paying now!) 

  • Payless for Your Medicare premiums than your Neighbor!

  • How to Avoid paying taxes on your Social Security Income!

If you have a Specific Question Now... Call us Direct

 1-877-529-6543  or send us an email at Financial411@Att.NET