Non-Traditional Financial Thinking

"Many tell us that they’ve never heard the things we discuss or never had money and finances explained like we explain them. We realize that our approach may not be for everyone.  We just believe having a better understanding of all things financial is something we should all have. Why wouldn’t we want to have a fact-based understanding of our finances, our medical care, our children’s education, etc? Obviously, there is no way to promise that bad things won't happen. However, the peace comes from knowing that everything that could be done to protect the family, or a business was done.  More importantly, loved ones left behind are left a legacy of financial security… because the time was taken to seek and apply the knowledge to do so."

Angela Fleming,

President

Financial planning is a term familiar to everyone.  What may not be familiar is the fact that there are choices in how you handle your money.  There is “accumulation planning”.  Put your money away into a 401k, etc., and leave it there until you are least 59 ½. 

You do not have access to it except under special circumstances, you have no control over it, it’s exposed to risk and it is all taxable when you start using it.  And, in the traditional retirement vehicles YOU assume all of the risk!

What if you could save money…control the money…have use of the money tax and penalty free before retirement…avoid risk AND have tax-free income in retirement? That's non-traditional financial planning!

Now, all that is left is knowing how to do it.  That is where we come in.

Isn't that a conversation we should have? 

Remember, knowledge isn’t power.  Applied knowledge is power!