Should I buy Long Term Care Insurance On the question of whether to buy long-term care insurance, the challenge is that there is no clear-cut answer. If you seek out the advice of an insurance agent, the agent will often speak to the features and benefits of the policies being […]
Understanding Life Insurance Over the years when reviewing existing life insurance with clients, a reoccurring theme has been that clients often don’t understand what they own or their purpose of owning the policy. When asked why they purchased the policy, a client may state that the policy was purchased by […]
Understanding the Financial Services Industry If there is one industry that can be a very confusing, it is the financial services industry. Over the years, I have had the misfortune of witnessing firsthand the consequences of poor financial decisions made by the public based on recommendations by those active in […]
The 401k IRA Rollover Have you ever seen a television commercial, billboard, or newspaper advisement that portrayed a person or company as your 401 headquarters or rollover specialist? The financial services industry has spent a considerable amount of time and energy to create marketing campaigns. These slick advertisements are designed […]
The Six for Life Blueprint Program® is specifically designed for the individual or couple who are seeking coaching, education, and personal advice to their specific circumstances.
The program is designed to be completed with six to eight meetings over a twelve-week period.
The Six For Life Blueprint Program®‘s purpose is to increase your level of awareness so you can ask better questions, make better decisions, thus giving you greater control over your financial future.
The Six For Life Blueprint Program® will help you:
– Forecast and track your expenses allowing you to keep more of your
money.
– Review your current and long-term debt with the goal of reducing or
eliminating the need for credit financing.
– Maximize the value you are receiving from your insurance while seeking
to reduce your overall cost.
– Increase your savings and investments, diversify your risk, while
seeking to improve your returns.
– Review your taxable income while seeking strategies to reduce your federal
and state income taxes.
– Create an effective estate plan before it is too late.
