Financial Services

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One of the best things about what I do is that I meet clients from all over the country who do many different kinds of work. One such person manages a team of 250+ Financial Educators who have positively impacted thousands of families and individuals with their free services, including mine. Have you ever had anyone check your awareness level of finance? We get health checkups yearly and yet we may let years or decades go by without doing the same thing for our finances. 

As with the wellbeing of our body and mind, the wellbeing of our financial future requires education beyond what we recieved in school or from our families. If you're like me you may not have been taught about risk-free investing, or the tax codes that allow you to grow your nest egg tax-free, or how to set up secure ways to manage your retirement and ensure that one day your family recieves all of your hard earned money (and not have it dimished by more taxes). 

To learn more, join me for a complimentary 30-minute financial education session and let's ask some enlightening questions, such as:

• What is insured money (tier 1 money), and why do wealthy people maintain these kinds of accounts? 
• What is tier 2 money and why is the money I have in my bank account  or in the market considered tier 2?
• Why are 401k plans so common, come with market risk, have hidden fees, and who is it benefitting from them the most? (It's not you!)
• What has more benefits than a 401k?  A Roth?  Stocks? Mutual Funds? A Life Insurance Policy? Annuties? Etc.
• What's the difference between tax-deferred and tax-free growth, and what is tax-free distribution?
• Does a 0% floor and 0% risk really exist? 
• At what age can I actaully retire with my current earnings? 
• How does income replacement work?
• How can I properly avoid probate?
• Why should I NOT pay off my mortgage as fast as possible?
• What happens to my estate when I pass away?
• What is better than a college fund for my kids?
• What is the #1 cause of bankruptcy in America (it's medical debt and it can happen even if you have medical insurance - this is why it is the #1 cause), and how can I certainly avoid going bankrupt and protect my family members from going bankrupt, too?
• And many more...