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Do you know the three major things in life we should be concerned with?

No. 1: What happens if you die too young?

No. 2: What happens if you live too long?

No. 3: What happens if you become ill?

These major life concerns are very important topics to think about and plan for. Not only will it affect you, it will affect your family as well.

As a licensed financial professional, it is my job to teach families different investment and saving strategies in order to be financially prepared. I also discuss tax strategies that can help you keep more of your money.

With financial education, everyone can become financially independent, grow your savings, build generational wealth, and protect your family.

If you haven’t done so already, then it’s time to sit down and create your financial plan. Together we can get you on the road to financial freedom.

Some financial topics you should be aware of are:

• Fixed investments
• Indexed investments
• Tax now, tax later, tax advantage buckets
• Income protection
• Tax free benefits
• And more….

Why is financial planning important?

Well, for a long time, I lived paycheck to paycheck with no knowledge of how to take control of my finances. Recently, I began to think about the next 10 to 20 years of my life, and looked back at the past 25 years, and realized that I never saved as much as I should have.

I was always caught up in my daily 9-5 job, was always running around with the kids, and going to school. And now that I am better off than I was 25 years ago, it is time to get my finances together.

So I sat down and thought about what age I would like to retire. I thought about taxes and medical expenses I will need to pay when I’m older and how much money I’d like to have to support the lifestyle that I want. I also wondered about what will happen if I pass away sooner than expected and how I will provide my family with financial protection they need when I’m no longer here.

The next step I took was to look at my current finances and learned a lot about my spending habits (which were not good!). Although I felt that my finances were in order because I was able to buy whatever I wanted, I took a closer look at how much I was actually earning and spending and I was shocked.

In looking at my finances, I learned that I needed to become financially independent and set some goals.

Goal no. 1: I do not want to be in debt.

Goal no. 2: I do not want my children to be in debt.

Goal no. 3: I want to create and build wealth.

Goal no. 4: I want to leave behind generational wealth for my children.

Goal no. 5: I want to help my family become financially independent.

Goal no. 6: I want to teach others how to reach their financial goals.

This is precisely why financial education is important. Financial planning helps you analyze your financial status and helps develop a way for you to reach your goals. Financial education is important to become financially independent. And being financially independent means that you have the freedom and financial means to live how you want without limitations. It is the reason why I decided to pursue a path in financial planning and advising. So that I can learn and teach others to gain financial independence and find better financial solutions.

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