Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.

 

Life Insurance Planning

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed.

 

Health Insurance Planning

If you and your family are covered by a comprehensive employer-sponsored health care plan, then you are probably one of just a few lucky Americans around today!

 

Annuities

Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.

 

Retirement Savings Accounts

When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can!

 

College Pre-Approval™

 
90 Minute Session Towards A College Funding Plan $500
You've read, googled, and surfed but now you just want sit down and
 

Speaking

Adam Funk, The Savings Coach, is excited to educate and motivate your audience. Contact us to book a date at your Company, High School, or College event.

We can customize the Playbook topics to fit your audience.