Understand what affects your wealth

Have you ever had the feeling that you’re doing everything right with your money and you still don’t seem to be getting anywhere?

Financial disorganization

Even when a person has all their records in order they may still be financially disorganized. Many people take a compartmentalized approach to making financial decisions, treating each one separately, as if it had no effect
on the other areas of their finances. They don’t focus on the big picture.

The result? They may end up with strategies that are at odds with one another and fail to create a positive impact across the board.

A Different Approach

The Living Balance Sheet takes the simple equation of Assets – Liabilities = Net Worth and turns it into a completely unique approach to your finances by adding Cash Flow and Protection considerations all in the same view.

This holistic financial model makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.

With this new approach, you have more power to:

Address issues of inadequate protection
Enhance asset performance
Reduce unnecessary expenses and risks
Build savings
Enhance your lifestyle

Put an end to financial disorganization

With that said, I am sending you this email because as a friend I want you to feel that whether you need or know of someone that could benefit from speaking with me,
you have someone to turn to for things such as:

· Life Insurance

· Disability Insurance

· Savings Plans / Investments

· Long-Term Care

Sincerely,

Mikell Simmons, Chief Investment Advisor

www.myRIAadvisor.com

305-428-3509 x707