Trusted Advisor Professional Services | Financial Wellness and Tailored Benefit Solutions

Topics to Think About

How important is financial freedom?

Financial freedom typically means having enough economic resources to afford the lifestyle we desire for our families and ourselves. It also means being able to live contentedly without having to sacrifice meeting daily necessities, so that one day, you may be able to retire in comfort and safety. We understand in the difficulty in finding a competent, comprehensive advisor, or affording their usual costly, upfront expense, just to determine whether they can be of benefit. Thus, we have responded by covering 100% of the initial cost of an introductory financial assessment, provided exclusively by an FBA/TAPS consultant. The firm will also cover the cost of an initial consultation with a professional advisor selected from the FBA/TAPS Elite Advisor Referral Network. Below are some compelling financial facts and reasons why we're introducing this exciting new program to all employees, both full-time and parttime.

We do not provide legal, tax, financial, or investment advice*

Widowhood may be financially devastating for women.

Everyone should take their financial and retirement planning seriously. However, women are at an increased economic risk long-term. On average, women live six years longer than men, thus widowhood may be financially devastating for them. Astonishingly, 85% of centenarians are women, over 70% of assisted living residents are women, and over half of nursing home residents are female ("Three Ways Women Can Prepare for Longevity in Retirement," Kiplinger.com). Every day in the United States, there are 2,800 new widows, with the average age of widowhood being 59 years old (Source: U.S. Census Bureau).

We do not provide legal, tax, financial, or investment advice*

It's 10 times riskier to retire today than it was just 10 years ago.

Financial education is fundamental to personal and professional success. It allows you to make better and more informed financial decisions and provides the foundation for building a solid financial future. Being financially educated also helps individuals avoid unnecessary debt, better manage their savings, get better deals, and prepares them for unforeseen circumstances (Source: "Investing in Yourself: Why Financial Education is Key to Personal and Professional Success"). Reading Newsletters, having access to free telephone Hotlines, E-Mails, and Texts with a qualified professional, and taking advantage of no-cost, no-obligation initial consultations are good first steps toward achieving financial independence

We do not provide legal, tax, financial, or investment advice*