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You know you need some guidance.  You are ready to get serious about your life goals for this year, this decade and of course, everyone wants to know when they can stop working and retire.  Or if you're a, 'Never-retire' personality, you usually tell us your goal is to, 'move into legacy'.  If you're Kingdom minded, and seeking to function and in your purpose and your destiny at some point, you may take courses to discover your gift sets and finally start that 501c3 you've always dreamed of.  We can help.  We've already helped others set theirs up, but without a solid financial plan backing you, they have found it difficult and slow to fund those dreams.  Setting up an endowment is usually the way to hit the ground running.

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We are here to help you get where you want to get, at whatever stage you are at. 

No doubt about it.

Sometimes just talking it through, with someone who has seen hundreds of other families get their house in order, is all you need, and the stories are the meeting. 

Let's face it, we haven't lived, 'later life stages' before and the best we can do is plan for what-if's and pray for them not to happen to us. 

But if they do, we want to already have an existing plan in place to fund the financial shortfalls as our loved ones or even you, are recovering through that time.  A sound financial plan will establish insurances in order to avoid any financial devastation that can many times bankrupt an often well-off middle class family and leave them living the last half of their life in poverty.  We've heard it too many times.  Let us help you ensure that will not be you, with as much planning as you can afford to put into action and activate the necessary insurances of your retirement, your income, your health and your impending tax bill as one of the wealthy ones facing estate taxation.

 

Let's build your house on a rock, so if there is a storm, you and your affected loved ones, can indeed, weather that storm in the good, better or best of outcomes.  You always will have choices, but something is always better than nothing.  Let's do the proper planning for life's challenges.  We have insurance on our cars, and our houses, but many tell me they never knew they could get, 'Retirement Insurance', that will guarantee they get a check starting at retirement that comes as long as they live, even if they drain the account to zero.  Yes that is real. And it is  an option many wise stewards implement in their plan for their loved ones and themselves!

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Well then, what are your next steps?

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1. Choose to commit to your best life. 

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2.  Schedule and get your documents together for the first meeting.

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The first year will be a lot of planning.

The later years will be accountability.

Then we'll be checking off your financial bucket list of goals accomplished.

The next years will be checking values to stay on track for targets like, "The New House. College for the kids. Retirement Funding."

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Then we will start your retirement income days, and you will want to spend from the right account, to reduce taxation on the withdrawals.  

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Don't get ahead of yourself.  

We can help.

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At first you may need 4 meetings a year, to really hold yourself accountable to quarterly goals and you will eventually get a cadence at which you prefer to meet about your money, your assets, your goals and your growing Estate.  

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As we grow your Net Worth, you will find that you have new objectives to manage and focus on, and we will simply meet you where you are at,  and grow with you, through the states of wealth, and into the mindset of Legacy, and leaving Generational Wealth, wisely.