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Financial Fitness ,[object Object],[object Object],[object Object]
Who We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Us? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Unique Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Unique Needs Earning Years vs. Retirement Years
Developing Your Financial Plan Step 1.  Define financial goals & needs Step 2.  Gather relevant financial information Step 3.  Perform a financial assessment Step 4.  Create a strategy Step 5.  Implement financial recommendations Step 6.  Monitor results
Step 1.  Define Financial Goals & Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Example for illustrative purposes only.
Step 2.  Gather Relevant Financial Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3.  Perform a Financial Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4.  Create Your Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Vanilla Ice
Step 5.  Implement Financial Recommendations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 6.  Monitor results ,[object Object],[object Object],[object Object],[object Object],[object Object]
Keys To Successful Investing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Asset Allocation ,[object Object],[object Object],[object Object],[object Object]
Asset Allocation Investment Assets Cash 5% Bonds 30% Equities 65% Cash 10% Bonds 60% Equities 30% 20 Years to Retirement Retirement Younger Investor Older Investor More aggressive strategy Become more conservative with age
Diversification ,[object Object],[object Object],[object Object],[object Object],[object Object]
Diversifying stocks helps to protect you from losses in any specific stock Diversified Concentrated
Changes in Market Leadership Are Unpredictable
Changes in Market Leadership Are Unpredictable   ,[object Object],[object Object],[object Object],Fortunately, there is a better way to invest  —  diversification.
Cash is NOT Always King! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Misinterpreted Glory ,[object Object],[object Object],[object Object],[object Object]
Consultative Relationship ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Creative Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Def Jam[1]

  • 1.
  • 2.
  • 3.
  • 4.
  • 5. Unique Needs Earning Years vs. Retirement Years
  • 6. Developing Your Financial Plan Step 1. Define financial goals & needs Step 2. Gather relevant financial information Step 3. Perform a financial assessment Step 4. Create a strategy Step 5. Implement financial recommendations Step 6. Monitor results
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15. Asset Allocation Investment Assets Cash 5% Bonds 30% Equities 65% Cash 10% Bonds 60% Equities 30% 20 Years to Retirement Retirement Younger Investor Older Investor More aggressive strategy Become more conservative with age
  • 16.
  • 17. Diversifying stocks helps to protect you from losses in any specific stock Diversified Concentrated
  • 18. Changes in Market Leadership Are Unpredictable
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.