Free Financial Resources

Free resource button: Congratulations for your willingness to get educated about your financial future. We believe education leads to clarity and only with clarity can confidence be achieved. Everyone’s resource package is customized based on the areas of finance you are seeking to understand. Below is a list of financial subject areas that can be checked in order to help us get an idea of the type of coaching required to create peace of mind in your world. The subject box below will allow you to ask one financial question, and it will be answered by one of our financial coaches. With this information we will be able to determine what kind of material you need to start toward your journey of achieving financial peace of mind. Knowledge is power! If what you thought the best way to plan for your retirement turned out not to be, when would you want to know? The answers are a click away.

Investments:

  • IRA
  • Roth IRA
  • 401k
  • 403b
  • SEP plan
  • Simple IRA
  • 457 deferred compensations
  • profit-sharing plans
  • annuities as well Joint and personal investment accounts (NQ plan)

Income planning:

  • Systematic income streams
  • tax favored income stream
  • portfolio based income stream
  • living benefits
  • Income ladders

 

Insurance planning:

  • Long term care planning
  • Short term care planning
  • Estate preservation planning
  • Risk management Solutions
  • Gifting Strategies
  • College Planning
  • Multi-generational planning

Taxes:

  • Medicare/Medicaid planning
  • Wealth transfers and gifting
  • Social security maximization
  • Parallel asset maximization
  • Reverse Mortgage
  • Equity management
Upon submitting this information, it will be kept secure and private, it will go
directly to Financial Abundance only! One of our investor coaches will respond as soon as
possible. Please allow 48 to 72 business hours for a response.

First Name (required)

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Your Phone Number

Please select any or all that interest you (required)
Achieving market returnsDeath benefit or living benefitLong term care planningShort term care planningMedicare/Medicaid planningEstate preservation planningRisk management solutionsWealth transfers and giftingSocial Security maximizationParallel asset maximizationOther (please fill in below)

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