secure your financial house

This is how every individual/family’s FINANCIAL HOUSE should look like.

Now lets start with some questions-

■ What is the first thing we need to take care of our health? Health Insurance

■ What is the first thing we need when we buy a car? Auto Insurance

■ What is the first thing you need when you buy a house? Home owners Insurance

So, why not protect the individual that makes all of these possible?

The 1st thing a family needs is Protection even before they invest any money.

○ Consider a situation where an individual invests 5K every year into an IRA for 5 years

○ Lets assume a best case scenario that after 5 years, 25K becomes 100K.

○ Now if this individual passes away, how much money does the family get? 110K

○ Instead, what if the individual had got a $1M TERM life by paying $50-75/month? The family would get $1M.

This is the reason the first thing a family needs is protection to have that peace of mind.

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Once protection is taken care of, you need to plan for -> Emergencies, Home Purchase, Kids College, Retirement.

■ Any vehicle we choose here needs to be 100% safe because we cannot afford to lose money for any of these.

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Now that the Protection and Financial foundation are taken care of, you can use rest of your funds for diversification be it Stocks, Mutual Funds, Real Estate or even Bitcoins!

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Finally, you make sure that your Estate Planning is done and you strive for Tax efficiency.

Register here to learn more:

Financial Education Workshop

If the timing does not work for you or you prefer one-on-one workshop, please feel free to setup the appointment here:

Book an appointment here or use the Secure Client Portal or the APP

If you are a community/group of people and want to schedule an event at a specific day/time, please reach out via any of our communication channels!

how can we help you?

Contact us to learn about any of our services or financial education opportunities.

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