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Milan, Ohio

Population: 1,361
Main Street Families &
Businesses Protected by
NAIFA Members: 100% 

 

gazebo

Milan, Ohio

Population: 1,361
Main Street Families &
Businesses Protected by
NAIFA Members: 100% 

 

gazebo

Milan, Ohio

Population: 1,361
Main Street Families &
Businesses Protected by
NAIFA Members: 100% 

 

The Pathway to Financial Security

 

What is Financial Security?

 

The feeling of goodwill, wholeness, absence of stress, and internal peace that comes from knowing you have enough money to cover your expenses: 

  • if you lose your job
  • if you or your child wants a fee-based education
  • if you are hurt/injured/need time for rehabilitation
  • if there is an emergency of any kind
  • if a loved one falls sick, stops working or dies
  • if you want to retire one day

How Do You Achieve Financial Security? 

one

A Practical Plan
that is customized to your budget, lifestyle and risk tolerance

 

two

A Trained Professional
who you can trust and is there to cheer you on throughout the process

three

The Discipline
to make a plan and stick to it for long-term rewards. It might require short-term sacrifices but that is why you need #2--a great coach who will support you throughout the ups and downs of your life.

4 Steps to Financial Security

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Financial Literacy

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

 

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Risk Protection

The 2nd step towards financial security is Risk Protection. Ensure that you are both meeting legal requirements in holding the right insurance for auto and home, as well as ensure that you are protecting your wages, health and life through the right combination of insurance products.

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Retirement

The 3rd step towards 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.

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Legacy Planning

The 4th step towards financial security is legacy planning and covers everything from you choosing how and where you want to live the last years of your life, to how you want to be rememberd 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.

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Find a NAIFA Member

Locate a NAIFA Member near you and remember most will come to you! 

 

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