Have enough for retirementand don't outlive it either
Do you have a dietician or butcher, as your financial planner?
Eleven Two Fund Management is a holistic fee only financial planning firm working with preretirees and retirees in over 16 states.
Please check out the track record of our small cap stock management. This is only 1 of our successful investing strategies.
(Medicare, life, disability, health, long term care) - Most people only get advice about insurance from someone trying to sell it to them. For most of our clients, the Insurance Review Appointment is the first time they have received a comprehensive, objective review of their risk exposures and insurance coverage.
Record Keeping and Cash Flow
Many people waste a lot of time and money by not having a good record keepingsystem. When I first start working with people they can always tell me how much they make, but rarely how much they spend.
A proactive approach recommended in plain English to reduce your income tax bill every year.
While we are not attorneys and do not practice law, an integral part of any financial plan is reviewing your estate plan. We want to help you be sure your assets will be passed to your heirs and beneficiaries as you desire and with as little cost and complexity as possible.
Goals Visualization is a major turning point for many of my clients. Fantasies are turned into reality as a result of applying numbers and time lines to your dreams. An additional purpose of the Goals Visualization Appointment is to be sure that we, as your advisors, understand your priorities. It is sometimes easy for us to fall into the trap of imposing our priorities onto clients, or to assume we understand your goals. This appointment helps us focus on what is truly important to you.