Enter your info and check email for the form!
Send a message to kickstart your journey with a team that’s transforming lives!
Financial Blueprint Evaluation
Blueprint
Do You Have a Solid Financial Plan in case of Illness and Health?
Watch this video for LIFE CHANGING information you NEED to implement right away!
Hidden Financial Gaps
What clients discover after taking the evaluation
-
If the main breadwinner passes away, their family would need to sell their home, move out, or drastically downgrade their lives.
-
In case of disability or illness like heart attack, cancer, or stroke, most people would need to deplete savings & retirement and they only have income replacement for less than 6 months.
-
Most people don't have enough for retirement and it's mostly vulnerable to market fluctuations and taxes.
-
They discover their estate would end up in probate and have little control over how their assets will be distributed after they pass away.
Preparing for the Unexpected
If you were to pass away, for how many years will your family be able to pay expenses and maintain their lifestyle?
Illness & Disability
If you come down with an illness like a heart, attack, cancer, stroke, or Alzheimer's, will you need to dip into retirement for expenses? How long will that money last? How will it affect your future retirement years?
Retirement
When it comes to your retirement, what percentage of it will be at risk for market loss? What portion of it will you need to pay taxes on? Are you guaranteed to have income for the rest of your life?