3o Minutes Could Change Your Life
If you’re like many people, you’re in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there’s only so much money to go around and preparing for the future can be overwhelming.
We can help. A complimentary Financial Needs Analysis (FNA) can help you bring your current financial situation to light. It can show you where your finances stand today and what you need to do to prepare for tomorrow.
Here’s an overview of the FNA’s five basic sections and the information you’ll receive from each:
1. Debt Solutions
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
2. Saving For Retirement
Offers scenarios to show you how much money you need to set aside for retirement.
3. Education Funding
Projects actual costs for specific schools you select, then shows you several strategies for funding your children’s education expenses.
4. Income Protection
Offers a variety of strategies to ensure your family’s financial future should you die prematurely.
5. Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.
WHO COULD BENEFIT
FROM AN FNA?
• Anyone with children
• Anyone with debt
• Anyone who plans to retire someday
• Anyone who lacks a strategy for financial independence
THE PROCESS IS EASY
Simply have the following documents on hand so your representative can provide you with an accurate picture of your current financial situation:
• Recent paycheck stubs
• Checkbook register
• Savings and investment account statements
• Retirement plan statements
• Company benefit statements
• Life insurance policies
• Mortgage statements
• Education savings statements
• Financial aid and tuition statements
• Loan and credit card statements
Dedicated to Families
Millions of families have benefited from receiving a complimentary FNA. Your family can too. Our proven financial concepts can forever change the way you think about and manage your money.
We will work with you every step of the way — from explaining the details of your results to customizing financial solutions to help you put your plan in motion.
Every family deserves financial security and peace of mind. Contact us today to schedule an appointment.
Preparing your Financial Needs Analysis is a process that requires the cooperation and input of your spouse or partner. It’s important that he or she be present for your appointment.