Retirement Planning 2

Retirement Planning

Learn how to maximize your income without stock market risk

Everyone has a different outlook for retirement. While we all have different visions and goals for this phase of our life, one thing remains constant: planning for retirement is a responsibility not to be taken lightly.

We would like to see all of our clients reduce their debt, increase their savings, and retire with confidence. Thus, bringing you the peace of mind and relaxation you deserve.

A secure, comfortable retirement is every worker’s dream. And now because we’re living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances.

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Social Security Planning

Learn how to Maximize your Social Security Income

Social Security is the largest source of income for most elderly Americans today, but Social Security was never intended to be your only source of income when you retire. You also will need other savings, investments, pensions or retirement accounts to make sure you have enough money to live comfortably when you retire.

To get a free Social Security Analysis, complete these forms

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Life Insurance Planning

Protecting Your Family and loved ones

We believe that the design of the proper life insurance program for your family is extremely important. The proper program will not all guarantee your financial plan to be completed if one or both of the spouses passes away prematurely. We can help you design how much life insurance you should own; what type is the best for your family and why. 

 To learn more about this topic, connect here!

To learn more about Life Insurance & to get a quote, click here!

Cash Flow

Cash Flow Analysis

Money coming in vs Money going out

Understanding your cash flow is a priority in developing a sound financial plan. Most Americans waste an enormous amount of money without really understanding how much they are wasting. Your cash flow can be positive or negative. The amount left over is called your discretionary income. What you do with this money could make or brake your financial plan. 

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Mini Financial Plan

Mini Financial Plan

Mario Valori, Financial Coach invented a quick and easy mini financial plan for his clients without fees. 

Coach Mario feels as though most Fee Based Financial Planners over charge for their services. he feels as though most of the documents used are boiler plate documents. He has developed a quick and easy way to discuss the major aspects of a financial plan, provide the education and guidance that is needed on topics such as

Mini Financial Plan:

  • Retirement Planning, First house savings, Emergency Funds, College Savings Programs, General Investment Savings, Risk Management- What insurance you need, how much of them and why

To learn more about this topic, connect here!


Estate Organization & Planning

Are your assets organized with proper beneficiaries?

We will help you organize your estate, organize your business, check your beneficiaries, insurances and much more. 

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Debt Reduction

Debt Reduction

Is key to building your net worth and retirement planning!

TBA Debt reduction worksheet

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Credit Cards

0% Credit Cards

Help yourself payoff debt faster

TBA shortly, a direct link to help you save

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