Finance gurus all over the world and time have always emphasized that having a sound Financial Plan is the best gift that you can give yourself and those you love. But, have you ever tried to put one together? Doesn’t it feel like a large puzzle with very small and hard to place pieces? Where do you even start?
Buying a home, investing in life Insurance, annuity contracts, trusts, wills, medical directives, credit, savings, and retirement protection to name a few of the pieces that make up a Financial Plan. Collecting these pieces requires you to talk to a lot of people and ask a lot of questions while giving out a lot of your personal and financial information. Then there is the issue of sorting through all of these information pieces and trying to find the ones that fit in your financial plan puzzle!
“Help me Francis” was created to provide consumers with a “one-stop-shop-and-education” of basic and advanced financial services. Start by telling us where you are and where do you want to go with your finances. We can match your needs with the appropriate financial product or service, guide you step by step to obtain them, and help you stay on track with your goals!
Even if you already have a plan in place, let us review it for FREE! Having an independent second opinion can solidify your sound financial judgement!
- Retirement Savings Check – Are you on track with retirement goals? Are your retirement savings working for you? Do you have a lifetime income source to support you after retirement?
- Life Insurance Policy Review – Does it include Living or Disability Benefits? Do you know how to update your beneficiaries? Are you certain that your policy will not increase in price or decrease in face value?
- Wills, Trust, and Medical Directives – Are they up to date? Do the terms in your will or trust match your current financial situation? Are you still in agreement with the terms of your medical directives?
- Consumer Credit Status – Does your credit file truly reflect your current financial situation? What else can you do to improve your credit score?
Schedule a FREE consultation today! Connect with a Financial Services Advocate who can help you find the pieces that fit YOU!
Help Me Francis
Office: (754) 702-3379
Fax: (954) 252-2167
Scheduling an appointment is easy! Click Here for Our Appointment Book and book when it fits our mutual schedule.