Our first meeting feb 14 2018 nlfp
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Many people spend more time planning vacations than they do planning finances. How to get to a zero tax bracket- legally- and never pay tax on your retirement income. How Uncle Sam can help pay for your retirement. Life Insurance you don’t have to die to use. Get the upside potential of the stock market with no downside Eliminate Risk and Greatly Reduce fee. Please watch for our video workshop
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Our first meeting feb 14 2018 nlfp
- 1. New Life Financial Planning Bryan Daly | New Life Financial Planning
- 2. Congratulations! Many people spend more time planning vacations than they do planning finances
- 3. Learn what most people don’t know about money and finance • How to get to a zero tax bracket- legally- and never pay tax on your retirement income. • How Uncle Sam can help pay for your retirement. • Life Insurance you don’t have to die to use. • Get the upside potential of the stock market with no downside • Eliminate Risk and Greatly Reduce fee. Please watch for our video workshop
- 4. Not having a plan IS A PLAN….just not a good one “If I had more money I would have a better financial plan”… “If I had a better financial plan I would have more money?”
- 5. Our First Meeting • We are not going to ask you to make any major decisions. • The purpose of our first meeting is to overview our Company, what we believe in and why we are excited about it. • If at the end of our meeting and if this makes as much sense to you as it does to us, we’ll gather some information, so we can do our homework and then return with an analysis and some recommendations.
- 6. Innovative ways to save, make, and manage money… Imagine turning DEBT into WEALTH Eliminate all the ways people fail financially
- 7. Money can be Freedom or Slavery Either we control our money or it controls us
- 8. “I owe I owe it’s off to work I go” Most People don’t have a savings problem, they really have a DEBT Problem Imagine debt free in 7 years including a 30 year mortgage, and ALL your debts without increasing your monthly payments
- 9. We work for you… NOT Wall Street! We are totally independent We represent our clients in the marketplace We work for our clients not a Company We represent entire industries and find the best Products and Concepts
- 10. Six Steps to Financial Security Increase cash flow 1 Create an emergency fund 2 Manage debt 3 Ensure proper protection 4 Build long term savings 5 Preserve your estate 6 Debt Free, Tax Free, Risk Free, Stress Free
- 11. Six things you can do with money Eliminate the first three 1 pay taxes 2 pay debt 3 lose it So you can do 100% of the next three! 4 spend it 5 invest it 6 give it away
- 12. A second opinion should be your first priority Spend Less Save More Always Invest
- 13. Our Job Description To help you set and reach your financial goals “Nobody ever went broke saving money”
- 14. Hire a: Coach Cheerleader Advisor To stay on track and avoid major mistakes
- 15. 1) We do not make any decisions for you. You are the boss. You make all the decisions 2) You can never hurt our feelings 3) Everything we discuss is strictly confidential. 4) We work exclusively on referrals Guidelines
- 16. 1) Make sense and must help you reach your goals. 2) Something you like and something you are comfortable with 3) Affordable Our Recommendations MUST
- 17. Two ways we are paid. 1) Introductions If we are hired to do an analysis, we do not charge a fee, but instead, ask that you include us in your referral network. 2) Implementation. Since we are independent advisors we represent you in the marketplace to select the best programs and Companies for your needs. When we do the Companies, we select pay us you don’t pay us directly.
- 18. We are applying to be your advisor, coach, and financial cheerleader The 1st step is to make a decision then take action 1) Dream Big 2) Start Small 3) Begin at Once
- 19. Innovative ways to pay for your plan • Financial Freedom Sooner • Referrals
- 20. We seek a long term business relationship not a transaction
- 22. Bryan Daly New Life Financial Planning Registered Investment Advisor Fiduciary Planner bryan@bryandaly.com 561 246-1404