1. Freedom Financial Advantage, LLC
“From Paychecks to Paybacks”
The Financial Journey
Gilbert L. Peacock
(704)

2. Learning objectives: How to PLAN & PROTECT your income and savings.
Freedom Financial Advantage, LLC …
Vision Statement: Proverbs 13:22a
Mission Statement: Jeremiah 29:11
Ministry Statement: Matthew 6:33
Motivation Statement: Proverbs 14:23
Know more; Do more; Share more

3. The Money Model (budget sheets)
10% for Giving, i.e. Tithes
10% for Savings & Investments
80% for Living Expenses

4. Debt Elimination Plan Accelerate your way out of debt
Improve your credit score
Don’t close the account
Earned Interest vs Debt Interest (Rule 72)

5. The S. I. N. ANAYLIS (credit, debit, checking statements)
Spending
Investing (benefits you or someone else in the future)
Needs (keeps you, family, house, car and job going)

6. Is your IRA, TSP, 401k, 403b or 457 strategy costing you money?
Money Market; Cash Reserve
Treasury Notes; Government Securities
Bonds
Blended Funds
Value Funds
S & P 500
Large Cap
International Fund
Asia/Pacific
Russell 2000

7. How safe money strategies can protect your principal, provide lifetime income and leave legacies.

8. Real Benefit Graph: (3 minutes)

9. Learning Objectives: (Tax Strategies)
From CPA:
Tax Planning Strategies for retirement income can benefit you and your practice.
Fully deduct business expenses
Instead of a raise pay employee benefits
Contribute to a retirement account
Defer income into the following year
Pay more invoices in the current year
Host a fundraiser for a Charity and deduct all expenses.

10. FREE Appointments Consultations:
Schedule Appointments & Consultations
We travel to you for consultations!