RENEW YOUR FREEDOM AND

TAKE CONTROL OF YOUR FUTURE

We have the know-how you need.

5 Steps to Financial
Freedom

PAY YOURSELF FIRST

This is the backbone to financial freedom. Time is the most valuable commodity for building wealth. Delaying saving for yourself can cost you in the long run. You should allocate at least 10% of your income to retirement accounts. 

BUILD EMERGENCY RESERVE

Whether its a medical emergency, job loss, or a major repair, you will likely encounter an unexpected expense in your life. Dealing with those expenses can be stressful, so it’s important
to plan in advance and have money set aside. 

ELIMINATE HIGH INTEREST DEBT

Establish a plan to eliminate all high interest debt. You can use either the Debt Avalanche or Debt Snowball method. 

BUILD YOUR NET WORTH

Now that you have eliminated your high interest debts, it is time to increase the amount you are savings for your financial future. You can use your Financial Decision Tree to assign responsibilities to your money based on your goals & objectives. 

EXERCISE YOUR FREEDOM

You have saved for yourself, saved for emergencies, and eliminated your high interest debt... what's next? Enjoy life! Again, using your Financial Decision Tree, you can begin to allocate dollars toward your discretionary spending. 

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What is your biggest financial concern?

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
 

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, FL, HI, IL, IA, KS, KY, LA, MO, NE, NC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.

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