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The feeling of goodwill, wholeness, absence of stress, and internal peace that comes from knowing you have enough money to cover your expenses:
A Practical Plan
A Trained Professional
The 1st step in achieving financial security is to have a solid understanding of the basics of:
• Time value of money
• Checking and savings accounts
• Credit cards & credit scores
• Risk protection
• College, auto & home loans
The 2nd step toward financial security is Risk Protection. Ensure that you are holding the right insurance for auto and home, as well as ensure that you are protecting against financial risks associated with death, disability, illness, and long-term care through the right combination of insurance products.
The 3rd step toward financial security is to look ahead at retirement. Ensuring that you are consistently putting away funds to take care of yourself once you stop working can be complicated. Financial advisors are key in helping you to create a retirement plan that allows you to choose how you want to live.
The 4th step toward financial security is legacy planning, which covers everything from you choosing how and where you want to live the last years of your life to how you want to be remembered and pay it forward to the next generation. This step focuses on you taking control and designing your own legacy to empower the next generation.
Advisors seek out NAIFA to surround themselves with like-minded people, to further their professional development and to increase their professionalism in their practice, advocacy efforts & community involvement.