Uncategorized – David Mersereau

It’s time for a financial health checkup

September 27, 2022

Trainers help improve your physical health – financial professionals improve your financial health. Let’s do a financial health check to make sure you are not missing a growth opportunity. How to check on your financial health Creating or reviewing your estate plan Taking a look at your budget Evaluating your insurance needs Correcting course on your retirement plan(s) Why a financial health check is important. Just like we check in with our health professionals, wellness coaches and mentors on a…

Stress Free Retirement

Patrick Kelly said, “If I could give you just one piece of advice for building long-term wealth – just one – it would be this: never take a loss.” How much stress could you avoid; how many chiropractor, acupuncture, and massage appointments could you have eliminated if there was an exclusive retirement vehicle that had the ability to guarantee an income stream for life – an income you could not outlive. What if that retirement vehicle could also provide upside…