THE FOUR CORNERSTONES TO FINANCIAL HEALTH

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Presentation transcript:

THE FOUR CORNERSTONES TO FINANCIAL HEALTH The Canadian Financial Security Program

The Canadian Financial Security Program Offers TWO Levels of Help and Advice As a Member, you have unlimited access to all website materials at any time 24/7 Will Documents Tax Savings Investing Life Insurance Mortgage Insurance Home Business Final Expenses Legal Forms CFSP has qualified Financial Consultants in all Provinces to provide personal coaching and advice on multiple financial topics The Canadian Financial Security Program

What are the Big Four Financial Mistakes That Can Ruin Your Future And Compromise Your Family’s Security? Paying Too Much In Taxes Dying Without a Will Not Being Financially Prepared for Retirement Owning Overpriced or Inadequate Life Insurance The Canadian Financial Security Program

The Four Cornerstones Of Financial Planning The Canadian Financial Security Program

“Wake Up and Smell the Tax Savings” For most people, tax is life’s biggest expense We are among the most over-taxed people in the world Up to 50% of what you earn goes in taxes HOW? Yet, many millionaires reduce their income tax to ZERO The Canadian Financial Security Program shows you how the “wealthy” make expenses “DEDUCTIBLE” YOU could generate a $2,000 to $3,000 Tax Refund Next Year Download and read, “Wake Up and Smell the Tax Savings” The Canadian Financial Security Program

(Depending on your marginal tax bracket, you could save up to 40%) “Wake Up and Smell the Tax Savings” will teach you how the wealthy make many everyday expenses deductible. (Depending on your marginal tax bracket, you could save up to 40%) Gas $48 $80 Vehicle Payment $234 $390 Travel Expenses $2,100 $3,500 Car Gas, Oil & Auto Repairs Mortgage Interest & Taxes Utilities & Telephone Vacation Credit Card Interest TV & Accessories Camera Subscriptions Stationary Computer Office Furniture Recreation Vehicle Children’s Allowances The Canadian Financial Security Program

Will Documents Protect your family from the unexpected From your “Members” website, you can download all necessary Will forms. Protect your family from the unexpected Complete the three sets of Will Documents: Last Will and Testament Living Will Enduring Power of Attorney Print as many copies as you like Comes with a complete book of instructions However, what good is a Will, if you’ve got nothing but DEBT to leave behind? The Canadian Financial Security Program

Investing for Your Future Good long-term returns Principal protection/preservation Investing and avoiding taxes - legally Importance of diversifying The Canadian Financial Security Program

Proper and Adequate Life Insurance How to properly evaluate your needs – for life Permanent coverage vs. temporary (term) coverage Most Canadians do not have the proper balance 90% will pay more than necessary throughout their lives Most are dreadfully under-insurance And, you may be able to simply “re-deploy” what you’re presently spending The Canadian Financial Security Program

Prioritize and Take Action NOW Complete your Will Documents for each family member Read “Wake Up and Smell the Tax Savings” – execute the strategies Review your investment strategies Review your Life Insurance needs and present coverage The Canadian Financial Security Program

WHAT NEXT? Return to www.truehelpfinancial.com/members and download: The Will Kit Estate Documents “Wake Up and Smell the Tax Savings” Investment results take time, but no one knows when they may wish they had reviewed their Life Insurance needs…. The Canadian Financial Security Program

Build THE FOUR CORNERSTONES TO FINANCIAL HEALTH Start Today – For a Secure Tomorrow The Canadian Financial Security Program