| Financial Planning 101 | |||||||||||||||||
| What is your financial plan? |
What do you mean you don't have one? Remember, if you fail to plan, you are planning to fail!!! An essential part of financial planning is to start. Just START PLANNING! NOW! I am a certified Financial Planner. What do I do? I help people's dreams come true... Seriously. Is your dream to retire early, move to Florida, buy your own plane, open a trust, give back to the community, or spend it all? Whatever the dream is, you must have a plan. On these pages, you will find some important links, information, and updates which will help you in the right direction to financial freedom and retirement wealth. Of course, this will not be the only answer. Only the start of a long journey. Success is a journey not a destination. Remember, NOW is almost too late to start planning. | ||||||||||||||||
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| Retirement will be here sooner than you think......... | |||||||||||||||||
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| Institutional investors make 95% of the money in the Market! |
Now, with that being said, the current economy has created many millionaires and trillions in assets. So if you were one of the few of lucky ones who bought E-bay or Amazon on the low, well this information may not be for you. But write down this URL for when the market goes bear. Now the level of investor you are will determine what you will want from this site. I have broken down the level to three simple ranges. If you fall in the middle of one of these, I would advise you to start with the lower level to feel comfortable with where you are at in your financial savy. Level I: For those of you who need no professional advice and feel comfortable with the stock market, 401(K)'s, Money Markets, Mutual Funds, and are able to do it all yourself, this may be for you. Level II: Okay, so you know just enough to make a little money without someone holding your hand. This would be for you. If you know how to read a research report AND interpret it, go here. Level III: For the rest of us, 90% of us, this will be your new home. This company will help you understand the difference between A shares, B shares and C shares of a Mutual Funds. Do you know what is in your fund? They will help you find out. Heard about a particular stock you want to put into your portfolio, the research is the very best in the world. Interested in Municipal Bonds, Corporate Bonds, very few companies can help more than this one. | ||||||||||||||||
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