You do want to keep your Family Life Profitable, don't you?

There are 2 things you should know to keep you family in safe keeping.

1. Balance Sheet - What you own vs. what you owe; Net Worth.

• Liquid Cash/Investment Liabilities
• Real Estate; Mortgage
• Automobile Debt
• Consumer Debt

2. Income Statement - What you make, earned and/or passive income vs. what you spend;  Cash Flow.

• Salary
• Bonus Income
• Overtime
• Interest Income
• Dividend Income
• Property Rental Income

Look at your income sources.

Then ask yourself, is there anything that may slow down or speed up your income or cash flow?

Now let's hear about your expenses.

When you look at expenditures, you'll find committed and discretionary expenses: One cost is absolute and the other can be controlled.

Only now will you be able to see if your family is saving or not.

This is a crucial element which isn't not only in your best interest, but an absolute element to know in order to meet your financial goals.

Can you see the value understanding  your very own financial picture?

To know your financial picture can allow you the benefit of maximizing your growth potential on any extra money.

You may not realize it yet, but years of saving only a few dollars a day can account to a million dollars for your luxury when you reach retirement.

Industry related platforms like MoneyGuidePro can be expensive for average consumers to see their Net Worth. This is where I become helpful.

Not only am I an expert, but also a 3rd Generation of knowledge concerning Insurance and Financial Advisory. 

Although the past isn't a prediction of the future, don't you see how knowing a wider spectrum of time with investing is important?

Wouldn't you be glad to live more abundantly years ahead because you took a little time now to review your financial picture?

Once you see how a small change has a large impact, couldn't you make a small sacrifice now in order for exponential growth and rewards in retirement?

Couldn't it be a blessing to see what it takes to be a millionaire? 

Let me show you a visual illustration how a few dollars everyday until retirement can grow tax deferred or even tax free, to reach your financial goals.

If you don't see the value in knowing your very own Financial Picture, do you know someone who might?

 Remember, those that have a plan are more likely to succeed than those that do not have a plan. If you know where you are now, you can chart the right path to reach your goals and achieve financial independence, purpose, and freedom.

Learn why it's Important to Pay Yourself 1st.

Jason Toohey

858.353.4640

toohey.jason@gmail.com

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