A Better Financial Plan

Investment ManagementUnited States11-50 Employees

A Better Financial Plan is committed to discovering and making available alternative safe investments that deliver attractive rates return, up to 10%, consistently.    This commitment drives us to continuously produce content that will help any investor of any means improve the performance of the safe part of their portfolio.  

The questions that would be clients are typically asking themselves include:  

- How can I stop losing money on my investments without giving up a fair rate of return?

- Am I going to have enough money in my retirement years?  

- How can I assure that my family’s financial future is secure?  

- Am I saving enough money to maintain my current lifestyle during my retirement years? 

- How can I be confident that I’m saving money with the best possible approach?

- What can I do to guarantee that I do not outlive my money?   

- What will my tax burden be during retirement?

- How can I minimize my tax burden?

- Are there  any alternatives to the 401k?

We take time with each of our clients and prospects to educate them on the answers to these questions, and work to structure long term savings strategies that allow for a retirement lived abundantly not frugally.

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