Look
at your whole financial picture. If you sold all your belongings for cash and paid off your bills, including loan
balances, what would you have left? This amount is your net worth. Compare
your current net worth with last year's. Are you gaining or losing ground? Do
you know where you should be for your age and earnings ability?
Consulting
We help you evaluate your current financial,
investment and tax
status to help you achieve your personal goals. We
sell no investment products.
Investment and Financial Planning Classes
Our classes help you plan for your future, evaluate
where you are and teach you to manage your investments. Classes are
not disguised promotional sales meetings for investment or insurance
products (we sell no investment products).
Classes have limited space.
Click here
to request information on upcoming
classes or to be notified when a class becomes
available.
We
are successful at helping people achieve their dreams.
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Class |
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Topics |
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Next Class Begins |
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Financial Management & Investing -
Building Your Nest Egg(s) |
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Determining the best investment strategy for
you. Learn where and how to select, monitor and
manage your investments. How to find
professional advice and
when to use it. What is your
most important asset? |
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TBD |
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Advanced Investment Techniques
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Hatching Your Nest Egg and
Making it
Work. |
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Builds on
Financial Management & Investing. Practice
investing techniques with other class members in
a safe risk free process. |
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TBD |
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What Will You Be When You Grow Up?
- Time to Create Your Financial Plan |
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The essential and important building blocks for
successful personal financial management.
Are you positioned to keep taxes low?
Participants will create and implement a
financial management plan for life and
retirement. |
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TBD |
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