Freedom Financial Advantage, LLC From Paychecks to Paybacks The - PowerPoint PPT Presentation

Freedom Financial Advantage, LLC “From Paychecks to Paybacks” The Financial Journey Gilbert L. Peacock (704)905-9867

Learning objectives: • How to PLAN & PROTECT your income and savings. • Freedom Financial Advantage, LLC … • Vision Statement: Proverbs 13:22a • Mission Statement: Jeremiah 29:11 • Ministry Statement: Matthew 6:33 • Motivation Statement: Proverbs 14:23 • Know more; Do more; Share more

The Money Model (budget sheets) • 10% for Giving, i.e. Tithes • 10% for Savings & Investments • 80% for Living Expenses

Debt Elimination Plan • Accelerate your way out of debt • Improve your credit score • Don’t close the account • Earned Interest vs Debt Interest (Rule 72)

The S. I. N. ANAYLIS (credit, debit, checking statements) • Spending • Investing (benefits you or someone else in the future) • Needs (keeps you, family, house, car and job going)

Is your IRA, TSP , 401k, 403b or 457 strategy costing you money? • Money Market; Cash Reserve • S & P 500 • Treasury Notes; Government • Large Cap Securities • International Fund • Bonds • Asia/Pacific • Blended Funds • Russell 2000 • Value Funds

How safe money strategies can protect your principal, provide lifetime income and leave legacies.

Real Benefit Graph: (3 minutes)

Learning Objectives: (Tax Strategies) From CPA: • Tax Planning Strategies for retirement income can benefit you and your practice. • Fully deduct business expenses • Instead of a raise pay employee benefits • Contribute to a retirement account • Defer income into the following year • Pay more invoices in the current year • Host a fundraiser for a Charity and deduct all expenses.

FREE Appointments Consultations: • Schedule Appointments & Consultations • We travel to you for consultations!