The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ℠
- These programs could have a profound impact on the potential Social Security income that you could receive over your lifetime.
- A valuable source in helping you to recognize the likely costs of healthcare you could experience during your retirement.
The 401(k) Supercharger ℠
- Helps you save on income taxes, receive substantial contributions from your employer and much more.
- Help select what options to invest in through a variety of stocks, bonds and mutual funds, then choosing which investments are the right one for you is also a difficult decision to make.
The Mortgage Paydown Accelerator System / The Home Equity Acceleration Plan – H.E.A.P.
- Would you like to pay off your mortgage ahead of schedule?
- Would you like to do this WITHOUT having to change your spending habits and lifestyle?
- Then you can achieve this with the Home Equity Acceleration Plan (H.E.A.P.)
- Help you attain the education you and your child needs and wants
- How to obtain Financial Assistance regardless of your child’s scholastic or athletic abilities
- 3-part Process
- Discuss the benefits and problems
- Modify and Refile your Beneficiary Designation Documents
Debt Plan/CreditKey Plus
- Discuss ways to improve and protect your credit.
- Create a detailed “Debt Elimination Plan” strategy.