What's Your Financial Health?

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SKI Financial, Inc.

What's Your Financial Health?

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What's Your Financial Health?

  1. 1. Your financial health.<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Do you have a plan?<br />
  2. 2. Planning for the family…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Do you have an emergency fund?<br />Can you withstand unforeseen hardship for 6 months or more?<br />
  3. 3. Prepare for the Unexpected…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />It is the unforeseen circumstances <br />that cause financial hardship.<br />It could never happen to me, right?<br />
  4. 4. Are you adequately Insured…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />If the worst were to happen, would your loved ones be okay?<br />A $50,000 Death Benefit covers a spouse and two children for 1 YEAR only.<br />Your Financial Protection = Your Family’s Foundation.<br />
  5. 5. Wealth Accumulation…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Now that I am protected, how can I make money in a challenging environment? <br />LEVERAGE <br />YOUR MONEY.<br />HOME EQUITY<br />INSURANCE POLICY<br />COMPOUND INTEREST<br />
  6. 6. Wealth Accumulation…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Is your portfolio diversified?<br />Do you hold short and long positions in stocks, bonds, currencies, and real property?<br />Does your risk tolerance allow for futures or options?<br />When was the last time your financial planner reviewed your portfolio?<br />Does your financial planner know your net worth like your first name?<br />They should.<br />
  7. 7. Start Early…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Your money works harder for you the earlier you start.<br />Cash values on life insurance policies exponentially increase the earlier you start.<br />The earlier you start investing your earnings, the earlier you can stop working.<br />“COMPOUND INTEREST”<br />TWO OF THE MOST BEAUTIFUL WORDS IN THE WORLD.<br />
  8. 8. Tax Planning…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Are you making money in the markets?<br />It’s not how much you gain, it’s how much you keep.<br />Tax planning may not be glamorous,<br /> but the monies saved are real.<br />Are you socking money away in a tax-deferred 401k?<br />Why not enjoy a tax-free policy benefit?<br />
  9. 9. Retirement Planning…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />How much capital will you need?<br />How many years will you need it for?<br />How long will you have to work to achieve it?<br />YOUR ESTATE & LEGACY<br />Is your Estate in order?<br />Have you reviewed your beneficiaries?<br />How many times have you assessed your will in the last 5 years?<br />
  10. 10. We often fail for lack of planning…<br />SKI FINANCIAL, INC.<br />STRENGTH. KNOWLEDGE. INTEGRITY<br />Do you have a plan?<br />Contact SKI FINANCIAL, INC.<br />866.305.2558<br />

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