Coffee with Your Advisor
When was the last time you reviewed your Financial Plans ??
Why should you review your Financial Plans? A financial plan is your road map to a comfortable retirement. And, just like any "road trip," your map (GPS) needs to be reviewed and updated to make sure there are no speed bumps, detours or accidents along the way. And, 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
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Meet with Our Financial Professionals For a Casual & Relaxed Conversation about "How Money Really Works over a simple
Cup of coffee. Let's Chat About . . .
How Can Your Existing Plan Affect Your Family?
Are Your Assets Safe & Secure or at Risk?
Do You Know The Best Way To Receive Your Social Security Income
Are You Protecting More Than Just Your income?
Do You Have a "Real" Estate plan?
Why Your Will Maybe Inadequate?
Do You know How will the 2018 Tax Changes affect your future?
Does How You Hold Your Investments affect Your Children's Eligibility for College Financial Aid?
And More . . .
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 It's 100% Free!
Because what you don't know - can hurt you and 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 annul check-up.
Are you on track to reach your Financial and 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.
Already Have an Advisor .... How About a Second Opinion?
Through "Coffee With Your Advisor"
We Will Assist You with A Financial Check-up for free!!
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!)
Pay less for Your Medicare premiums than your Neighbor!
Avoid paying taxes on your Social Security Income!
If you have a Specific Question Now... Call us Direct at 1-877-529-6543 / or send us an Email at