Five Essential Parts You Will Need To Be Harmonized To Have A Complete Financial Plan:
1. Mortgage Plan
2. Estate Plan
3. Retirement Plan
4. Investment Plan
5. Tax Plan
Four Guarantees to Avoid Disaster:
1. Guaranteed Growth in Your Accounts Every Single Year (Currently Over 8%)
2. Guaranteed Income For The Rest of Your Life
3. Guaranteed Never To Lose Value In Your Accounts
4. Guaranteed Never To Pay Taxes On Your Growth, Your Income or Your Estate
Three Rules You Must Follow:
1. Spend Less Than You Earn
2. Don’t Lose Money (Account Value/Home Equity)
3. Don’t Pay Taxes (Or Pay The Minimum)
Two Ways to Approach Finances:
1. Guaranteed (Financial PLANNING)
2. Non-Guaranteed (Speculation)
One Purpose:
1. To Insure That You Are Safe And Provided For No Matter What Happens
If you follow the 5, 4, 3, 2, 1 Plan you will have guaranteed protection and guaranteed income.
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