One Money View…At Last!

     Our dear friends and clients, we are at long last rolling out our financial planning system, One Money View. This is an extremely powerful tool that can accelerate your achievement of financial goals, and point out the need for adjustments before correction becomes critical or impossible to achieve. On the other hand, loading our planning software is a lot of work for both you and us, so it’s important to only focus on what matters. It’s time to start talking to you about which of the following areas you want us to analyze for you, so you may want to start thinking about how we can best move your wealth needle with One Money View™

             Retirement projections & planning

             Estate planning, wills and trusts

             Tax strategy

             Asset protection from financial predators

             Protecting kids’ inheritance from divorce and other risks

             Seeing of your financial statements – bank and investment accounts, mortgage, 401k’s, credit                     cards, etc. – on one handy app

             Life, disability, or long term care insurance review needs and cost control analysis

             Budgeting

             Social Security claiming strategy

             College funding

     Visit this link to check off the areas you care about, and let us know which they are so we can formulate our 2019 work plan and get it done for you.

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