Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure rates of return are important but financial planning is much more in-depth than people realize. Protection isn't sexy...
If 'family' is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as possible? People are quick to say they would die for a loved one. The real question is will you live for them? Will you...
I would define my core values as: Faith/Family Health Experiences My core values are funded by saving. My core values are my “why” I save. What happens if something tragic goes wrong? I protect my ability to fund my plan with insurance. Disability insurance if I am...
There are a million permutations of life insurance policies. I wanted to highlight 3 that busy executives tend to utilize or ask about. Term Insurance A wonderful way to provide death benefit protection for a lower cost. All of your premium payments are going towards...
What is your largest asset? 401k? House? For most, your greatest asset during your working years is your ability to earn an income. Yet, many go without protecting their income should they become disabled. I want to share with you an example of two people both...
