One thing that you can count on in life…it’s an adventure and contains many peaks and valleys. It does not always, and most likely never, turns out exactly the way we plan it to. You may not have the career or lifestyle you thought you would, be married to the person you dreamed about, or had the kind of life you thought about when you were a child. But what is very special and exciting about life is it can be even better then you dreamed, planned or hoped.
One of the parts of your life that you have the greatest control over is your finances. How you spend your money, where you spend your money and how much money you save are all in your control. What is important to Numerico’s Team is that you are able to manage your life. Do the things you want to do, provide for your family and their future, accomplish your goals and leave your legacy. Gary and his team are certified independent advisors whose only interest is helping you achieve what YOU want to achieve. They specialize in debt management, wealth management, wealth building and tax relief. They will help you slice, dice and grow your money according to what is important to you now and for the future.
Income & Lifestyle
Gary and his team will go over your current income and help you assess what it will need to be to maintain the lifestyle you want when you retire. They can help you plan what kind of savings and life insurance you will need so that you can enjoy the lifestyle you want for years to come. All while still making sure you are enjoying right now, but still planning for the later.
Investment Management
Numerico Investment Planning can consult with you on the things you need to think about when investing. What will you need money for? College saving, travel plans or care for your family or loved ones? Do you have the dream of starting or investing in a small business? These are all important questions to ask yourself and there are many more! Along with advising you on how to best to position your estate and tax planning, they will help you achieve the smartest performing investment portfolio!
Asset Protection
You work hard for your income. Numerico Financial Planners understand the value of your hard earned money and want to see that you are protected from stock fluctuation, economy changes, taxes, inflation and general mismanagement of your net worth. Gary and his team will look at the big picture and your long term goals. They will use their knowledge and experience as accountants and financial planners to protect their clients from potential setbacks. Many people do not view accountants as financial planners. Although accountants may not spend the bulk of their time focused on stocks and dividends, the main difference between an accountant and a financial planner is that your accountant does not sell financial products.
Your Legacy
Everyone has one whether you plan for it or not. If you do not plan for it you have the possibility of leaving one that is negative to your family. When you do plan it, it can leave a mark on the world for generations to come. Legacies are not just financial; they are about leaving one of character, strength and wisdom. Leaving a financial legacy with proper estate planning can help your family have a step up – achieving things they may not be able to do on their own. Maybe it is a higher education or the opportunity for a spring-board that will make the world a better place. Let Gary and his team advise you on how to create your financial legacy, so that you can focus on your cultural legacy!
