Finance Services

PERsonal budget and planning

We specialize in personal financial planning. We can assist you with all types of investments, annuity products, life insurance etc.

Take a moment to complete the Biz Inpower Corp form located here Contact us for an appointment.  There is no charge for the initial consultation.
Take a moment to answer some of these questions.  If you need help with any of them, give us a call.

Am I saving enough for retirement?    help 
Do I have enough life insurance?
Will I run out of money?
Will I have enough to pay for my kid's college education?
What is the best way to restructure my debt?
Should I refinance my mortgage?
Is my investment strategy right for my situation?   

Not sure if you are saving enough to retire comfortably?

Have you really ever sat down to figure this out?  Do you even know how to figure this out?  Have you factored in?

  • Time value of money (a dollar saved today will be worth less in the future)?
  • Number of years from now until your retirement?
  • Certain expense like your children's education or weddings?
  • Your investment strategy?
  • What age are you planning to retire?
  • How much should you expect in Social Security payments?

We can help you answer all of these questions.   

 

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