Jim Tewalt, Cfp Email and Phone Number

Imagine... discussing relevant facts and options with no sales pressure before making a major financial move... and basing your decisions on realistic outcome expectations -- in the context of your financial plan. Out of 100 persons starting their careers, statistically, 4 will retire rich, 16 comfortably, 29 will barely get by and the rest... the rest will wind up dead or dead broke. Approximately 4% of Americans have a written financial plan. Years ago, the owner of a major sports franchise died unexpectedly. Although he was surrounded by lawyers, accountants, insurance people and other financial professionals, he somehow failed to execute a sound estate plan. The resulting taxes caused severe financial devastation to the family including loss of the sports franchise.We often witness the mega-wealthy, the mass affluent and those just getting started make the same 7 financial mistakes. And, almost daily we hear media darling financial gurus spouting "one size fits all" financial advice that fosters many of these mistakes. For a serious conversation about your finances including how to identify and avoid these 7 deadly mistakes, call us at 623-537-3657,