FINANCIAL & INVESTMENT MANAGEMENT SERVICES
We offer a full spectrum of financial services for pre- and post-retirees including, but not limited to:
Do you have a Financial Plan for life? We will meet at least once every year to evaluate your progress and review your goals to help you to achieve your Purpose In Life and Your American Dream.
Are you in need to establish your Living Trust to protect your assets? Avoid the high cost and delays of probate. Save thousands of dollars in taxes.
Do you have Tax-free Income that lasts your entire life. We will review Missed Fortune © Strategies -- Income that would be liquid, accessible, safe, and earning a healthy rate of return.
If you are asking yourself, "How secure is my retirement?"
We review your Retirement Investments to ensure you are able to maximize your Golden Years.
Real Estate Strategies
Owning Real Estate is a foundation for a strong financial future. We provide you direction when purchasing Real Estate, whether it is your first home or an investment property to make sure your strategy aligns with your goals.
Review and Set Goals
Do you have financial goals? Written out? If not, then the first step is to take a look at your current situation and establish 1) what are your financial goals, b) what options you have, and c) set goals that will enable you to achieve them.
Time to take action! Together, we will develop and implement an achievable plan with your goals and individual needs in mind. The outcome of success is all in the planning!
For more information, please visit our Debt Negotiation page.
Do you have any Life Insurance? to protect you and your family against a loss. We will review your insurance portfolio together to look at options and recommendations according to your needs --- “life, medical, auto, home, etc…”.
The right mortgage is part of a strong financial plan. Meet with an expert who has your best interest in mind.
For more information about all our services and the benefits we can provide you, please contact us.