The Financial Independence Toolkit ℠
Take Control of Your Finances and Find Freedom Today!
The Financial Fitness Toolkitcontains educational material from industry experts in addition to unique and proprietary analysis tools, all designed to help you with your retirement, your assets, your estate and income tax planning. Take advantage of this FREE educational offer and start making Better, Smarter, Safer choices and financial decisions today!
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12 FREE Financial Guides
Key Financial Data Guide 2020
The Baby Boomer's Guide to IRA Planning
The Family Guide to Caregiving
Retirement Calendar Checklist 2020
The Baby Boomer's Guide to Legacy Planning
The Savvy Parents' Guide to Cutting College Costs
Healthcare Quick Reference Guide 2020
The Baby Boomer's Guide to Medicare Planning
The Guide to Taxes and Your Retirement
Key Tax Changes 2018
The Baby Boomer's Guide to Social Security
New Tax Law Quick Reference Guide 2018
2 Free Financial Analyses
The 4-Step Path To Financial Freedom
Financial Independence, Budget Maker, Debt Buster, and a 3-Tiered Cash Reserve Builder.
Budgeting is difficult but essential. Our simple method creates a budget that works with very little effort. Then, we eliminate all your debts and create a substantial, liquid, cash reserve fund.
OnPointe Risk Analysis
Most people do not realize the significant amount of risk and volatility associated with their investments. Stocks, bonds, mutual funds all have risk. Gain “Peace Of Mind” by understanding the real risk of your investments using our OnPointe Risk Analysis tool.
A Personal Review!
As a bonus for completing all the steps in this Toolkit, we offer a free 20-minute personalized interview with our team to discuss ideas designed exactly for your needs, wants, and what steps to take next. This special review will help you create the path you want to achieve for your true financial independence!