Free Downloads and Information including our Brochure called The Value of Financial Planning, a Sample Financial Plan and some of our favorite Quips and Quotes from Social Media
Thursday, June 27, 2024
We used to do a 34 page financial plan in a binder. Now our financial plans are dynamic and can be updated and adjusted as often as required. Clients even have access to their financial plan through their own eMoney portal
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Thursday, May 9, 2024
The second best way to save money is to not spend money. We present a free download of our compilation of 52 free Concerts in the Park. You will find us at as many as we can get to. Have beach-chair-back- pack will travel.
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Tuesday, December 19, 2023
Spread cheer this season with the lyrics to 33 favorite Christmas Carols. Sing them to your neighbors or find a local Assistant Living or Memory Care who would appreciate a visit with singing.
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Wednesday, March 10, 2021
A 1.5 minute video discussing the importance of setting up your Social Security Administration Account - SSA.gov account by David Lopez CLICK HERE -- Why You Should Set Up Your Social Security Account
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Wednesday, February 24, 2021
A quick 1.5 minute video where I explain the key points and benefits of the ROTH IRA https://youtu.be/vxrS_No_lbM
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Thursday, February 4, 2021
Click Here to See David's Latest Video Long Term Care Insurance Video - Things to Know
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Tuesday, January 26, 2021
The Value of Financial Planning
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Are you curious as to what is included in a Financial Plan? Click below to see a sample of a fictitious client's Financial Plan. You will see that the Financial plan takes into account many many factors and is quite comprehensive....
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Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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