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
• Treasury Notes; Government

Securities

• Bonds
• Blended Funds
• Value Funds
• S & P 500
• Large Cap
• International Fund
• Asia/Pacific
• Russell 2000

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!