Financial Planning in a nutshell, is the means to examine and plan for one’s fiscal future by assessing the money required and ascertaining its growth, hazards and competitions.

If done correctly, you will be able to have a sound financial strategy with proper investment, the right insurance, a suitable trust. Then you will be able to easily engage the administration of your funds now and how it can be transferred to a spouse, children and future generations.

Financial preparation, if done right will, help you define your short and long-term business, enterprise, and family monetary goals to create a balanced plan to meet those goals.

Creating a financial plan helps you see the what goes in and out and the how it all works, so you can set life goals, then create the key steps in plotting out your monetary future. When you have a good financial plan, you will be at ease to make the best decisions to meet your goals.

Why Should you have a Financial Plan?

“Without counsel plans fail, but with many advisers they succeed.” Proverbs 15:22 I am a Financial Planner, so yes, I will persuade you why you should have a strategy to handle your finances and prepare for retirement. I will also tell you why it is essential to have a good insurance policy for your family…Continue Reading →

Suggestions for Year-End Financial Planning

“Honor the Lord with your wealth, with the firstfruits of all your crops.” Proverbs 3:9  To be properly finishing the year and positioning for the next, you want to finish the year strong and have all you need to do completed. The best way to do that is being organized and prepared. Year-End Checkoff list tips to…Continue Reading →

Eight Financial Risks to Avoid

“The rich rules over the poor, and the borrower is the slave of the lender.” Proverbs 22:7 We need to know that our money is always at risk when we place it in the market and other investment means where there is the potential and even certainty of loss. What is financial risk? It usually means…Continue Reading →

Understanding Estate Planning

Introduction The old adage, there are only two things that are certain in life, death and taxes. Perhaps so, but we can manage both of these with a good plan and then you can be at peace with your estate. Estate planning is the process of anticipating and arranging a family estate, or a person’s…Continue Reading →

Estate Planning Webinar Recording

This webinar pertains to Estate planning & Wills & Trusts – With Tim Jordstadt –who has been a CPA for over 45 years and reps some the entertainment industry’s biggest names – With Dr. Richard Krejcir – who is a licensed and experienced Financial Consultant with over thirty years of experience – Here will…Continue Reading →

COVID Relief Helps for Families and Business

We will update this post as new and additional information becomes available. Health and government officials are working together to maintain the safety, security, and health of the American people. Small businesses are encouraged to do their part to keep their employees, customers, and themselves healthy. The Treasury Department is Delivering COVID-19 Relief for All…Continue Reading →

How to Handle Credit Cards

Do you have credit card debt? Is it a lot? Perhaps, unmanageable? This is a very easy trap that many fall into, that I have fallen into more than twice. And, I am a Financial Consultant who knows better. I did not take my own advice. Thankfully, I learned how to properly use credit cards, and you can too…>

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How to Make a Family Budget

“Budget” can feel like a bad word, restrictive and difficult.  Instead of thinking of a budget as a negative thing, remember that a budget is simply a “game plan” or a financial plan.  We need to..>

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How to Pay Off your Debt Faster

Here are two of the best approaches to pay off debt. One is called the “Snowball” and the other is called the “Avalanche.” These work by accelerating the payoff by changing the order of your debts. Then, you will save hundreds to thousands of dollars in interest payments and reduce the time it takes to pay off the debt significantly. Sometimes cutting by years. And there is considerable…>

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What are the Ten Best Financial Moves?

Here are the top proven effective ways to get your financial house in order now and through your retirement…>

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Understanding How of Compound Interest Works

Why is compound interest so important? Because your rate of return on interest will make a deposit or loan (rate of loss) grow at a faster pace than just simple interest. Thus, you will be earning…>

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Coming soon, more research on investing, insurance and trusts has found that will help you and your family and business! 

We do not provide tax or legal advice. Each client’s tax and financial situation is unique. Clients should consult their tax and or legal advisor for information concerning their situation.

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