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Your Financial House:

What condition is your financial house?

Would you build a house without a set of blue prints?

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Getting Your Financial House in Order:

You would not build a house on a crumbling foundation, so

Starting with the foundation, is your family protected?

Think about the loss of income or drastic change of lifestyle without your income or your spouse's income, what will your family do?

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Life Insurance:

What if you or your spouse passes away, do you have enough life insurance to cover your expenses or maintain your current lifestyle?


Debt Reduction Planning:

Do you know how much debt you currently owe?

Do you have a plan to reduce your debt and start saving for your future?

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Retirement Planning:

Do you know how much capital that you will need to retire at the same lifestyle that you currently have?

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