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The Money PlanTM provides the individual or business, with the ability to develop an objective and comprehensive plan to use your money to obtain your life goals.
Everyone has different life goals. Too often people abandon a financial plan because all they hear is the relentless beating of the "retirement" drum that in many cases is simply a subterfuge for selling a particular investment vehicle for a large bank or other institution. |
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For The Money PlanTM to work, each plan must be individually designed for that person. Unlike typical institutional "Financial Advisors" that push everyone into the same product mold, our mission is:
To help you have a happier life by directing your money in ways that maximizes what you value most in life.
 Whether it is assuring sufficient assets to pay for a child's post graduate education, or being able to afford a one week vacation each quarter while saving for retirement, or buying your own home, or starting your own business. Whatever you want most out of life becomes the focus of The Money PlanTM that we design with you.
How Is The Money Plan Developed?
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The Money PlanTM that we develop with you is created using a simple three-step approach: |
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- Listen - We work with you to understand what your life goals are. This is critical, because if it is not what you want then you probably will not follow through with the plan;
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- Analyze - Our objective is to make you "financially bullet proof" so we analyze your resources and risks such as:
- Tax risks, exposure and consequences to "Maximize Income, Minimize Tax"TM;
- Insurance in place or possible to minimize risks, protect assets and assure income to dependents;
- Financial Investments and Assets, risk of loss, and rates of return to prevent loss of principal while maximizing return;
- Legal risks and alternatives to minimize risk, protect assets, minimize tax and improve cash flow.
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- Plan - We meet with you to review and develop a systematic plan to obtain your goals by helping you keep as much money as possible and stratigically apply it toward tasks that contribute toward your life goals.
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Spectrum of AdviceTM
The Money PlanTM designed for you is derived from a spectrum of adviceTM. The Money Plan, Inc. employs a core group of professionals who work together to look out for you best interests, not just to sell you on their company's financial product.
Our Spectrum of ServiceTM includes: |
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Taxation - Tax Return Preparation for the individual or business, Balance Sheets, Reports, IRS audits, Quarterly or monthly tax filings, Bookeeping, Payroll, Business Plan Preparation.
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Fincancial - Retirement Planning, IRA Roll-overs, Roth's, Annunities, Mortgages, Venture Capital, Reverse Mortgages, Viaticals.
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Legal - Living Trusts, Wills and Estate Planning, Asset Protection, Probate, Corporate, Business Negotiations and Mediation.
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How Much Does it Cost?
Your life goals will affect the cost of implementing your plan. However,
The initial consultation is Free.
Any fee or charge is authorized in advance by you before you incur any liability. In most cases, if we prepare your Income Tax Returns2, we will have most of the financial information needed to prepare the outline of a plan.
You implement each part or none of it, because you always retain full control. However, one thing to keep in mind is that:
The Money Plan Pays for Itself in New Income, Savings or Earnings!
Our role is to provide you with a spectrum of advice to empower you to make informed decisions toward attaining your life goals and thereby yield a more pleasant, rewarding and secure life for yourself and your family.
Call for a free initial consultation.
Info@TheMoneyPlan.com
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