They say that there are “bold” pilots and there are "old”pilots... but very few bold, old pilots!

And so it may be with financial flyers. Just when they get their financial plane in the air - they get bold and borrow too much on margin, or buy high and sell low (yes, it is supposed to be the other way around), or make some other financial  “move” that turns their plane back towards earth. 

Some crash and burn, but most just land and never try to fly financially again!

Where is your financial plane ?  Are you soaring in the air or still on the ground?  This first edition of our company newsletter will address the importance of "flying with the instruments" regarding your financial planning.

To reach new heights in your "financial flying", give us a call.  We can help you discover how to get "above the clouds" by practicing basic, common sense financial planning.

If you have a job, you have the plane. We can help you learn to fly it properly! 

Fly High with FSI

We want to address success and failure in financial planning in this issue.  We have over a hundred clients that had already achieved financial success and independence BEFORE they ever met us!!!

Yes, it is true - these people made it without us.  But all of them found that they needed one or more of our services to "preserve" what they already had.  So, using our favorite theme of "flying", we are the ones that have helped them "re-fuel" in-flight and keep their financial planes flying.  Most have now reached new heights because of our "trusted advisor" relationship we have with them.

We feel that the majority of tomorrows’ retirees WILL have enough money to retire “in style”, but maybe for only a few months or a few years.  That's right, the average baby boomer will  inherit a sizable estate from their parents but for those that don't, they do not have adequate reserves to retire financially independent in the future.

This is usually because their current spending habits may be consuming the necessary principal required to produce “income”, when they need to retire. 

Now, if you have engaged proper tax reduction tactics, installed spending limits to your budget, and can safely say that your combined company and personal savings and investments will retire you in “style” and for a long “while”, congratulations - you are truly unique!  (Still give us a call, to help you keep what you have worked so hard to get!)