Dollars and Diagrams

I want to see my children and grandchildren grow up!

Disability Insurance, Life Insurance, Retirement Funding

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.

I often tell people if there is one place where you are going to splurge, it should be on your own health and wellness.  The repercussions of not being are most obvious, but it is expensive to have poor health.

How do you save to be financially able to support yourself and your loved ones? I think you must focus on the controllable.

Protection Plan (the various types of insurance that is needed if something bad happens)

Savings Rate (how much can you consistently save for multiple years)

Asset Location (where you are saving)

Asset Allocation (the mix of stocks, bonds, real estate, and cash).

There is no reason to focus on the things we cannot control.  None of us can control what someone is willing to value a particular investment at from day to day anyways.

#financialplanning #charlotte #medicaldevicesales #executivesandmanagement

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Insurance guarantees are based on the claims paying ability of the issuing company. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

LPL Tracking #1-05180362


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

Success! Check your email inbox for next steps!

Pin It on Pinterest