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Cash Reserve

How would it feel to have a financially stress-free life

How would it feel to have a financially stress-free life

A Cash Reserve is money you cannot afford to lose, like a safety net for your goals.  If something goes wrong with Plan A, we have a Plan B to keep us moving forward.


Not an investment

Not an investment

Many people invest before they save.  Life happens, and we should all expect the unexpected. 

To save means to place money in a vehicle that is safe and has guaranteed growth. You are certain the money will be there when you need it. In contrast investments have a certain amount of risk.  You hope they make a gain, but it's not guaranteed.

Powerful piece of financial wisdom

Powerful piece of financial wisdom

Liquidity is key. A combination of guarantees, safety, liquidity, and control.

To have the security of a real safety net consider a savings account equal to at least two years of your income.  Money market mutual funds have risk and are not guaranteed

Seven Benefits

Seven Benefits

No interest finance charges, avoid loan interest altogether.

A cushion if you lose your job. Remember COVID-19

Lower insurance premiums. You can opt for higher deductibles

Sense of control a pile of cash gives you is priceless

Steady year round income (business owners)

Options- you won't have to make choices you'll regret.

Ability to take advantage of opportunities

The unexpected does not wait around for us to get our act together- 8 ways to free up money

The unexpected does not wait around for us to get our act together- 8 ways to free up money

Restructure Debt

Reduce funding of your 401k

Tap your IRA or 401k

Make your savings work harder

Rethink that tax refund

Make lifestyle changes

Convert a existing life insurance policy

Manage your home equity wisely

Call or schedule for a GamePlan possibly without reducing your cashflow TODAY