The Financial Independence Toolkit
Take Control of Your Finances and Find Freedom Today!
Get Started, Get FIT Today!
The Financial Independence Toolkit contains educational material from industry experts as well as 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!
12 FREE Financial Guides
Key Financial Data Guide 2020
Retirement Calendar Checklist 2020
Healthcare Quick Reference Guide 2020
Key Tax Changes 2018
The Baby Boomer's Guide to IRA Planning
The Baby Boomer's Guide to Legacy Planning
The Baby Boomer's Guide to Medicare Planning
The Baby Boomer's Guide to Social Security
The Family Guide to Caregiving
The Savvy Parents' Guide to Cutting College Costs
The Guide to Taxes and Your Retirement
New Tax Law Quick Reference Guide 2018
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.
2 FREE Analyses
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.
9 To Know
With just 9 questions, you can look at your financial future and start your financial independence plan today. This analysis can help determine if you are on track for a successful retirement or if you may come up short.