We operate as if life is perfect.
Typical Problems -
Finances including credit and savings.
Living for Today - Income Stability, Debt Crisis, Financial Recession average every 6 to 10 years.
Planning for Tomorrow (Retirement) - Retirement Crisis, 401(k) - Fallacy paying the problem away, Savings Riding the Market, Living too Long, Not Living Long Enough.
Care or plan to care for elderly parents - Health, Housing, Daily Care, Chores, Shopping.
Stabilizing adult children - Finance Stability, Housing Stability, Credit Stability, Wealthy Generation Planning
Reasons: Unprepared, Lack of Vision, Lack of Direction
Facebook Group - Middle Class to Wealthy
Facebook Page - Middle Class to Wealthy
Instagram Middle Class to Wealthy
908.671.1260