A Unique Approach, First I find Ways to SAVE You Money!
You'll find most financial planners help you figure out how much you need to put away and spend in order to reach your financial and retirement goals. Our first meeting is just a chance to get to know eachother and to find ways we can save money on what you're already doing! Think of it like refinancing your finances. Many times I find enough money that it doesn't require any extra committment on your part to start a powerful financial plan! Here are 10 of the areas we analyze for savings.
10 Ways I Help My Clients Save Money:
1 Review of Older Term, whole and Univeral Life Insurance Policies
2 Review of Accident, Supplmental and Company Insurance Plans
3 Review of Individual/Company Health Insurance Plans
4 College Savings and College Planning Review
5 Implement the Effective Use of an HSA
6 Analyzing the Benefits of Dollar Cost Averaging, Rebalancing and Allocation
7 Review of 401k Contributions
8 Analyze W-9 Withholdings and Tax Refunds
9 Review of Your Mortgage/Review Credit
10 Commonly Missed Tax Deductions
Please set a complimentary financial review with me to see how much I can help you! |
