Freedom 55 Financial

Financial security planning is about more than just retirement planning; its about building a financial strategy that considers your immediate needs and your long-term goals and dreams. Using the Freedom 55 Financial security planning process, Ill: Help analyze your current situation, goals and dreams Regularly review your financial security plan,... ensuring it evolves with your changing needs Whether your goals are long-term (such as retirement) or more immediate (such as starting a business or saving for a childs education), I can help you build a financial strategy tailored to your needs and those of your family. In developing your financial security plan, well consider the four cornerstones of financial security planning: How would a critical illness or disability affect your income? Would a reduced income affect your retirement savings and would this reduction affect your lifestyle? How much disability or critical illness insurance coverage is enough? If you become critically ill or disabled and take time off work, how will inflation affect your income? If you become critically ill or disabled, will provisions in your group plan allow you to continue saving for your retirement? I want to understand your needs, recognizing they may change as you proceed through lifes stages. As you start your career, you may want to: Having children changes your life and your needs. Now is a good time to: If you own your own business, you may want to: If you are retired or plan to retire soon:Read More