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January 2015

How to Make Your Life Work Financially

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Jim Bell, CFP®
President and Founder
Corinne Salera
Investment Advisor

Presentation highlights:

  1. You can maximize cash flow while minimizing risk.
  2. Making your life work financially is not a contest with your neighbor, your sister-in-law, or your boss.
  3. Financial Planning determines your probability of financial success, i.e. you do not run out of money.
  4. Financial Planning determines the required rate of return on your assets and your optimal low risk portfolio strategy.
  5. Retirees need cash flow not income. (Do you know the difference?)

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