plan-wisely.com
New Orleans Business Planning | Financial Business Plan
http://www.plan-wisely.com/services/business-planning
Income & Investment Planning. Nonqualified Deferred Compensation Arrangements. Personal Savings and Investment Plans. Hard work should be rewarded. Time, energy and careful planning created your business. You’ve invested yourself. Wouldn’t it be nice to retire on your own terms, in a way that sets you up for the future? Retirement Planning and Exit Strategy. The Importance of Written Agreements. Prepare Yourself and Your Business Beforehand. When you’re ready to retire, whether you sell the company or tr...
plan-wisely.com
Resources and Links | Financial Planning Resource | Financial Advising
http://www.plan-wisely.com/resources
Income & Investment Planning. Assets and Debt Inventory. More Resources coming soon! Visit our sister company for a home and flood insurance proposal. Receive the latest financial tools, articles, and market research. 3815 Macarthur Blvd Suite # 201 New Orleans, LA 70114. Securities offered through Royal Alliance Associates., Member FINRA.
plan-wisely.com
Live Confidently | Financial Advice Blog | Financial Planning Advice
http://www.plan-wisely.com/live-confidently
Live Confidently – Garcia Financial Group. Income & Investment Planning. I believe plans fail without good advice. But they succeed with many advisers. As a financial advisor I am sought out for sound financial advice because money is an integral part of everyday life. We spend a lot of time earning it, spending it, complaining about it, and fighting about it. My hope is that you find the articles, the blogs, and the videos I post valuable to your success. Live confidently! I can’t afford my wife. When t...
plan-wisely.com
New Orleans Financial Consultant | Financial Investment Advisors
http://www.plan-wisely.com/services/financial-planning
Income & Investment Planning. Moving forward is easy; the first step is hard. Goals keep you grounded, aware and ready to take on every obstacle. Planning brings you peace of mind. Let’s find a path that secures your financial future, and gives you room to breathe. Snapshot of Your Financial Health. We find where your financial starting point is. From there, we take an inventory of your assets and debts and figure out practical solutions to keep you on track. Ensuring Your Financial Progress.
plan-wisely.com
New Orleans Financial Planning Services | Insurance Services
http://www.plan-wisely.com/site/services
Income & Investment Planning. Let’s work together and find financial security without stress. Income & Investment Planning. Let’s find a balance between spending and saving and look forward to tomorrow. Starting now through your retirement, let’s make your income work for you. Maximize the value of your company and support your retirement plans by selling your business at a value that reflects your hard work. Find balance between insurance and investments and a Financial Plan that’s right for you.
plan-wisely.com
10 Reasons Why You Don’t Need a Budget | Garcia Financial Group
http://www.plan-wisely.com/2015/personal-finance/10-reasons-dont-need-budget
Income & Investment Planning. 10 Reasons Why You Don’t Need a Budget. 10 Reasons Why You Don’t Need a Budget. Why let your financial freedom be limited to a painful budget? Sure – you may spend a bit more money than you actually make, but that doesn’t make you a bad person, does it? Here are 10 reasons you DON’T need a budget:. 1 Creating a budget requires time management skills, who has time for that? 2 You strongly believe the unanswered question Where does all my money go? Deserves to remain unanswered.
plan-wisely.com
Independent Financial Planning Firm | Financial Planning Company
http://www.plan-wisely.com/about
Income & Investment Planning. Is a New Orleans based independent Financial Services company. We specialize in providing individuals, families, and business owner’s with financial counsel regarding their investment portfolios, insurance plans, and general financial concerns. We want our clients doing the things they love and not toiling over their finances. A high level of personalized service. Financial tools to support financial decisions. For your property and casualty insurance. Squash debt Debt is an...
plan-wisely.com
Erik Garcia | Garcia Financial Group
http://www.plan-wisely.com/about/erik-garcia
Income & Investment Planning. Erik was born in raised in New Orleans and has lived in Orleans Parish his entire life with the exception of 1 year. He graduated from Benjamin Franklin High School (because in New Orleans it matters where you went to high school). Erik is a fee based Financial Advisor offering financial planning and investment advisory services. Investment products and services. Erik and his wife Jennifer are proud parents to Joshua Paul, Alina Marie and Marisa Eve.
plan-wisely.com
Get Clarity: Two principals to making wiser money decisions | Garcia Financial Group
http://www.plan-wisely.com/2015/personal-finance/get-clarity-wiser-way-make-money-decisions
Income & Investment Planning. Get Clarity: Two principals to making wiser money decisions. Get Clarity: Two principals to making wiser money decisions. The problem is there’s no long term goal or planning behind their spending decisions. Down the line this can create some real money problems. It’s time for people to get clarity on managing their money. So, how can people make their money work FOR them? Money Management Principal #1: Stewardship. Money Management Principal #2: Provision. There are two typ...
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