6 Steps to Financial Freedom
Cash Flow
The vast majority of Americans do not have a monthly budget written on paper. It is very hard to put together a financial game plan if you don’t know where your money is going. Sit down with our advisors to help you develop a monthly financial strategy and keep track of where your money is going.
Debt Management
There are many forms of debt and many in our society are struggling to stay afloat. Here at Stealth we help you develop a systematic game plan aiming to get completely out of debt. ALL DEBT!!!
Emergency Fund
Financial emergencies are a part of life and they usually occur at the worst times in our lives. Stealth Advisors come along side of you to help you develop a strategy that you can stick to as you build up your emergency fund. Whether is three to six months of expenses or income, we help you as you work to reach your goal.
Proper Protection
Life insurance is a key component of a sound financial game plan. During our financial workshops and client process we educate on all of the types of life insurance and help you figure out which form of protection is right for you. Life insurance is not a one size fits all solution. Let us help you figure out what is best for you and your family.
Asset Accumulation
Building, maintaining, and growing assets is at the core of what we plan for here at Stealth Financial Advisors. Our financial analysis allows our clients to realize if they’re on pace to reach their mid and long term financial goals. If they’re not on pace, the analysis offers insight on what additional savings are needed to put them back on track. Reaching retirement is one thing. Living in retirement is another. Here at Stealth we understand the importance of developing a solid distribution strategy seeking to ensure your assets last the rest of your life and beyond.
Estate Preservation
Estate planning is often overlooked and left out of a financial plan simply because the individual or couple is primarily concerned about reaching or living in retirement. How assets pass down from one generation to another is an essential component of a comprehensive game plan. Learn the difference between a Will and a Trust. What are the next steps in getting these documents in place? At Stealth we are not attorneys, but we can point you in the right direction so you can complete a strong estate plan that fits your needs.
Addressing and having a solid game plan for all six of these steps will put you on your way to reaching Financial Independence.
Guarantees are based on the claims paying ability of the issuing company. Please keep in mind that insurance companies alone determine insurability and some people may be deemed uninsurable because of health reasons, occupation, and lifestyle choices.
Stealth Financial Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
No strategy assures success or protects against loss.