By austin denino
Sponsored Links
This presentation is the property of its rightful owner.
1 / 14

Choosing a school. PowerPoint PPT Presentation


  • 61 Views
  • Uploaded on
  • Presentation posted in: General

By Austin Denino. Choosing a school. Wes Moss, CFP. LOCATION:. LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE. Price:. Price does matter to me. I do not want to take out any loans and have to be in debt after school. I well known school.

Download Presentation

Choosing a school.

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


By Austin Denino

Choosing a school.


Wes Moss, CFP

LOCATION:

LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE.


Price:

  • Price does matter to me. I do not want to take out any loans and have to be in debt after school.


Iwell known school

I want my school to be well known for what im going to go there for


Written Financial Plan

Assign Investment Goals


Written Financial Plan

Mapping the Route to Your Destination…

Retirement

?

Today…


Risk Planning

Understanding Risk/Reward

Cash

Income

Growth

RISK

LOW

HIGH

REWARD

Cash

Income

Growth


Accumulation

Hierarchy of Investment Savings


Fill Buckets

Your Buckets…

Cash

Income

Growth


Bucket Approach

Your Buckets…

Income

Growth

Cash


Monitor & Review Your Progress

Manage Your AllocationPhase I


Manage Your AllocationPhase II


Economic/Investment Data


Successful Retirement

  • Assess what phases of the investment cycle you have accomplished…

  • If you’re ready to move forward, you can visit Fidelity, Schwab, Vanguard, or [insert firm name] for help.

  • Don’t feel comfortable working alone? Visit www.napfa.org to locate a Fee-Only Advisor in your area.

Wes Moss, CFP®

Chief Investment Strategist

Capital Investment Advisors, Inc.

200 Sandy Springs Place, Suite 300

Atlanta, GA 30328

404-531-0018

www.yourwealth.com


  • Login