More than 30 Years in
Business in San Diego
KOGO News Radio 600

Are You Financially Organized?


Your Health & Your Wealth: We all understand the importance of a medical exam. We visit the doctor and have all those tests and… worry a little about the results. We then are called back to hear what the doctor has to say to stay healthy…or hear news which requires us to take action.

HAVE YOU EVER HAD A FINANCIAL CHECKUP?

  • Do your investments “match” the stage of your life? Are your investments too aggressive or too conservative?
  • Are all your investments tied to the stock market volatility? We love a diversified globally diversified stock and bond portfolio.
  • However, we recommend adding real estate and other alternative investments for simple diversification. Not having all your investments eggs in one basket.
  • When have you really focus on your retirement investments? When are you going to retire?
  • Are you paying “more than your share” in income taxes? Check our Tax link for more information.
  • When was the last time you reviewed your insurances? Too much or not enough?
  • How long has it been since you reviewed your estate plan? (Those wills and trust).
  • Is your debt good or bad debt? Not sure?
  • Then, maybe it’s time for a financial checkup !

Order our complimentary booklet Are You Financially Organized? and learn more and how to plan an action game plan to get financially organized.

It will just feel good! Order it at “Find an Advisor” link and just type in “AYFO booklet”

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