The Financial Independence Toolkit ℠

Take Control of Your Finances and Find Freedom Today!

The Financial Independence Toolkit sm 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!

What is The Financial Independence Toolkit sm?

The Financial Independence Toolkit sm is a combination of strategies, financial guides, educational videos and articles, and training, to help become financially organized, eliminate your debt, educate you on money, finance, and investments, and more.

The Financial Independence Toolkit sm will provide you with a foundation of valuable tools and strategies to help you implement a financial independence plan.

To help our clients reach financial independence, we developed a propriety system, called The 4×4 Financial Independence Plan sm. The Financial Independence Toolkit sm incorporates the elements and steps from the 4×4, so you can start on your financial independence plan, today!

4 Essential Elements x 4 Sequential Steps

4 Elements – Retirement Planning, Asset Protection, Estate Planning and Tax Planning.

4 Steps – Optimize what you have, Eliminate Debt, Establish significant liquid cash reserves, and Invest for long-term goals and plans.

What’s Inside The Financial Independence Toolkit sm?

Financial Guides

Get access to all our latest financial guides.

These guides will help provide guidance on key deadlines, Retirement Planning, Tax Planning, Health Care, Social Security, Medicare, Legacy Planning, College Funding, and much more.

The 3-Step Path to Financial Freedom

The 3-Step Path to Financial Freedom provides guidance on creating a budget, eliminating debt, and building liquid cash reserves.

Financial Analysis

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. 

Financial Literacy Course (NEW!)

We are excited to introduce the Financial Literacy Course to our FIT program!

Being financially literate requires that you gain the knowledge and skills necessary to spend money wisely. Understanding how to spend money wisely will empower you to make smart financial decisions for your situation.

Special Bonus

A Personal Review

As a bonus for enrolling in The Financial Independence Toolkit, we are offering 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 review will help you create the path you want to achieve for your true financial independence.

Get FIT, with The Financial Independence Toolkit !