I create comprehensive financial plans and develop efficient strategies to reach short- and long-term goals.
Topics include budgeting and savings philosophies, risk management, tax efficiencies, retirement planning, estate planning, and investments.
04/22/2024
Building wealth is not just about accumulating money; it's a strategic and intentional process that involves careful planning, disciplined budgeting, and smart financial habits. Here are nine actionable steps to help you build wealth and have a financially prosperous future. https://trib.al/L2SK8ht
01/13/2023
Real FACTS!!!
➡️FOLLOW TO INCREASE YOUR CREDIT SCORE ✅ #credit #creditrepair #creditrepairservices #money #finance
Unpopular conversation but necessary! Family and Friends please make THIS the month and year as part of your financial planning and priorities it includes Life Insurance! Free quotes are available and reasonably priced! Please Don’t rely on your life insurance from your jobs! If your job is eliminated, so is your life insurance coverage! It’s unfair for your family to shoulder the responsibility, i.e. gofundme, passing the hat and state burial assistance is a drop in the bucket and has limitation by categories! This has Been on my heart for awhile! I wish I could say Sorry, but happily I am not! I pray one person who’s been undecided now decides! Written out of Love
01/06/2023
Tax time is approaching, Are you ready?
12/13/2022
I was asked a question today in my meeting.
Q: Why do you sale Insurance(loaded?)
Me: 1. 2020 lost friends that had no coverage family struggled: solution 10k burial policy whole life.
2. Friends lost the houses they grew up in and have nothing for kids. ANSWER : 30 year term policy(or length of mortgage)
3. TAX ME NOW , OR LATER (IRA); TAX ME NEVER(tax free gains); ANSWER; IUL POLICY( DEATH BENEFIT); INVESTMENT TOOL; its like you are your own banker. You have control.
It's time to learn what separates the rich from the middle class and poor and bridge the Gap.
Infinity Financial Group (IFG)
Repair your Past
Preserve your Present
Prepare your Future
I know everyone understands Wills, but do you truly understand Estate Planning. A Will is your start; HOW ABOUT A TRUST??? IT ENSURE A FAIR, SPEEDY DISTRIBUTION OF ASSETS!!!
WHO IS UP FOR A CHALLENGE
30 DAY SAVING RULE!!!!!!
What is the 30 day savings rule?
Rounding it up
The 30 day savings rule is simple: the next time you find yourself considering an impulse buy, stop yourself and think about it for 30 days.
If you still want to make that purchase after those 30 days, go for it.
This rule works because by forcing yourself to wait on all your non-essentials, you remove the emotions from your spendings.
Integrate the 30 day savings into your finances by identifying your needs versus wants, setting up a savings account, and creating an entertainment fund.
ARE YOU READY