Many people want to know how to manage money and make it work for them, but they don’t know where to turn for guidance and accurate information. Schools don’t require finance classes.
Families often don’t teach finance principles at home. Without a fundamental grasp of finance, you’ll miss valuable opportunities to protect your family and your money. We offer a strong foundation of financial education that is designed to naturally lead to sound personal financial decisions. When clients align their financial lives with sound financial principles, they often open a path towards gaining financial independence.
We emphasize four main areas of education:
1. Proper Protection
The first layer of our foundation is protection. We help you explore essential questions to determine if you are prepared should the unexpected occur. Do you have adequate disability insurance to provide for your family? Do you have life insurance provisions in place? We help you to make arrangements, if necessary, to establish an appropriate protection concept for you and your family.
2. Debt Management
The second layer of preparation is debt elimination. We teach proven strategies to tackle debt, sharing a practical, common-sense approach to reducing debt burdens.
3. Emergency Fund
The third layer in our foundation is an emergency savings fund. Do you have savings in place in case you have an interruption in income or an unexpected expense? We teach strategies to help you save enough for a 3-month emergency fund, building up to a 6-month emergency fund.
4. Annuity Strategies
The fourth layer of our Financial Foundation is taking advantage of strategized fixed annuities. We want you to learn how to help your money work for you. We teach appropriate strategies for each stage of life, helping you internalize ways to apply fixed annuities accounts designed to enhance your financial well-being.
