Financial Planning

FINANCIAL GOALS
- Identifying financial goal
- What should my goals be?
- Specific amounts and time parameters
RETIREMENT PLANNING
- IRAs
- Roth IRAs
- Self Employed Retirement Plans
- Annuities
COLLEGE FOR THE KIDS
- Prepaid Tuition Programs - Value or Scam?
- Education IRAs - Good Idea?
- Tax Credits
INVESTMENTS
- Retirement
- College for the kids
- Special Events (emergencies, weddings)
- Mutual Funds
- Church Bonds
INSURANCE
- Do I have the right kind of insurance? Do I have enough insurance? Do I have too much insurance?
- Representative of Lincoln Benefit Life
CASHFLOW MANAGEMENT
- Is there really an easy yet practical way to manage household finances?
- Team Approach - Avoid extremes of over-control and manipulation

Bonds and Securities offered through Great Nation Investment Corporation.