Finney & Associates

Safe Financial Solutions

SIMPLY BRINGING AWARENESS TO OUR CLIENTS

Your Plan

   Why Is What You Want, so Different From What You Have?

There are only so many ways to Save, Invest or let's just call it - Manage Your Money, Fair? Now compare what you are now doing to the "What's Your Plan" column on the left of this chart to see where your plan lies. Is there room for improvement? So if what you really want is the proverbial                    , why is what you want so different from what you have?


Don't feel bad as many of us have followed the crowd and believed the lies that are fed to us by greedy and/or dishonest or at the very least, poorly educated financial sales folks. Many of which are not even allowed to tell you about the products you need most because their companies do not offer them as they are less profitable than what they are selling you. And they call themselves fiduciaries?


~Most people spend more time planning a vacation than they do their retirement~


"Perfect Plan"