Financial freedom is a goal many strive for, yet few truly achieve. Pure’s Senior Financial Advisor, Kendle Smith, CFP®, AIF®, highlights a valuable resource to help you get started: our Financial Blueprint calculator. This online tool analyzes your cash flow, investments, and retirement savings to assess your potential for long-term financial success.
Transcript
Financial Freedom — everybody wants it, but how do you achieve it? Well, the first step is to take a look at your current finances and one easy way to do that is with our Financial Blueprint calculator. It’s a quick and easy way to find out your likelihood of retirement success. Just go to yourmoneyyourwealth.com, click on the Financial Blueprint icon and then input your details: what you own, what you owe, what you have, and what you make. It will analyze your current cash flow, assets, and projected spending for retirement. It will then calculate three scenarios to help determine the probability of success, likely minimum that you’ll need, if you’re in the retirement zone, and the likely maximum required. Then it will give you some actionable steps you could take now to achieve your retirement goals. It’s all for free so you can do this on your own from home or you could take advantage of our free assessment. It’s really helpful and people come in with this blueprint already. You take a look at their situation, a lot of the work has been done already. We could add to that, provide some additional inputs, things that might have been missed some additional things that you might need to look at in regards to your cash flow, taxes, and investments. So, take control of your retirements with the Financial Blueprint today.
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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® – The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
