Mid-Year Review

Can you Believe we are Half-Way Through 2018?!?! Its a great time for a Mid-Year Financial Review.

A Mid-Year Financial Review Should Cover 6 Areas

1. Your Cashflow – Income vs Expenses
2. Your Insurances – Life, disability, etc.
3. Your Retirement – Are you on pace?
4. Your Investments – Do you know what you are invested in?
5. Your Taxes – Are you maximizing deductions?
6. Your Estate Planning – Is your family set? What will be your legacy?

So much has changed with me, my family and my business.

Expanding my business and services.

Completed my 1st year of marriage.

Committed to helping 100 households create 7-Figure Retirement Plans.

How about you?

If you have a financial advisor or looking for one, they need to know what’s happening in your world.
You see, when we experience any type of life-change we should review our finances.
If you are anything like me you are extremely busy.

“Well, let’s make a commitment not to be so busy that we don’t take the time to review our financial game-plan.”

Here is a resource my team has created to review our client’s needs.

https://www.perryjeffries.com/midyearreview/

Complete it and send it back to us if you would like a complimentary consult.

Perry,
The Entrepreneur’s C.F.O.
Coach | Financial Advisor | Optimizer
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