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      Education about money is expensive -   by trial and error!      Then when we find something that seems to satisfy our purpose, fulfill a  goal ,       or worked for somebody else,...

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The Money Optimizer - Home | themoneyoptimizer.com Reviews

https://themoneyoptimizer.com

      Education about money is expensive -   by trial and error!      Then when we find something that seems to satisfy our purpose, fulfill a  goal ,       or worked for somebody else,...

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1

Things to Know - The Money Optimizer

http://www.themoneyoptimizer.com/things-to-know.html

10 Things You Might Not Know. Life insurance has changed in the last few years to be more flexible and secure with guarantees that you cannot get anywhere else. Did you know the right life insurance can:. 1 Create tax-advantaged income streams. 2 Fund college accounts. 3 Provide income if disabled. 4 Required minimum distributions do not apply. 5 Competitive loan options. 6 Long-term care insurance alternatives. 7 Turn taxable assets into tax-deferred. 8 Death benefits pass to your estate.

2

Priorities - The Money Optimizer

http://www.themoneyoptimizer.com/priorities.html

To make as perfect, effective, or functional as possible". YES, I want to review where I am and create a plan to take me to where I want to be! Check all that apply in the Financial Priorities list below. Fields with an asterisk are required. FINANCIAL PRIORITIES/check all that apply *. Will or Living Trust. Medical/Financial Power of Attorney. Journeys for Conscious Living.

3

More Info - The Money Optimizer

http://www.themoneyoptimizer.com/more-info.html

I am ready to raise my Financial Awareness and learn how to use the banking systems for myself! I want to be fully AWARE, have a full financial review, and know my options! I want to attend the next group presentation! Show me how to be my OWN banker! I want to see how my employees can also benefit! I want to be on the Team to educate and train others! Journeys for Conscious Living. Open House with Style.

4

The Money Optimizer - Home

http://www.themoneyoptimizer.com/index.html

You don't know what you don't know! Education about money is expensive -. By trial and error! Then when we find something that seems to satisfy our purpose, fulfill a. Or worked for somebody else, we tend to stick with it. The problem is that things change fast these days, and many times we are not. Even aware that anything has changed! How can you make better choices if you don't know your options? Are you comfortable with your current situation, but would like a 'second look'?

5

Bio - The Money Optimizer

http://www.themoneyoptimizer.com/bio.html

Based in Denver, Colorado, I. Have worked in various aspects of Financial Services since 2000 - mortgage, insurance, debt reduction, budgeting, annuities, private placement, credit repair, and consulting. I incorporate all these pieces, and more, to develop a very comprehensive view of. Only 10% of Americans will actually have enough money to retire when they WANT to retire in the WAY they want to retire! The biggest worry is that they will out-live their money. And then adjusting that strategy step-by-.

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The Money Optimizer - Home

You don't know what you don't know! Education about money is expensive -. By trial and error! Then when we find something that seems to satisfy our purpose, fulfill a. Or worked for somebody else, we tend to stick with it. The problem is that things change fast these days, and many times we are not. Even aware that anything has changed! How can you make better choices if you don't know your options? Are you comfortable with your current situation, but would like a 'second look'?

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