Click here if you would like to have your estate or financial plan reviewed, if you would like a review of your life insurance policy(s) or annuities reviewed to confirm or not that they are either setup correctly or are the best available.
Let us ask you one simple question…
Do you think your estate and financial plans are set up correctly
to accomplish ALL of your goals?
The answer from 99.9% of those reading this website should be NO.
Why no? Because unless you have a background in law, life insurance, annuities, investing in the stock market, long-term care, and more, you do not have the background to know for sure if your estate and financial plans are set up correctly.
Most people put their faith and trust in one or more advisors (attorneys, financial planners, insurance agents) and hope that they are competent and are making recommendations that are best for their clients.
The sad truth of the matter is that many advisors are under-educated when it comes to what they need to know in order to give the best advice.
The sad truth is that many advisors work in an environment that makes it impossible for them to give clients the best advice.
You don’t have to take our word for it, you can read about it in our online financial literacy course. In that course the very first module is titled: Bad Advisors: How to Identify Them; How to Avoid Them.
Free Educational Module
Click here if you would like to try Module #1 on identifying bad advisors from our financial literacy course for FREE!
The goal of this website and of our planning is simple
We want to make sure consumers are educated and their estate and financial plans are the best they can be.
When people are set up with the right plans, they can have confidence in their financial future which allows them to give more to their charitable causes while living, as well as at death.