American Portfolios

Questions you have about our us, our firm, and service levels If we decide to move forward, to prepare for our next meeting: Enter your basic data into our secure portal Allow 5 min. In the next day or two, you receive an invite to enter additional information into our #1 rated financial planning software (Financial Planning Tech 2018 Survey). You can either manually enter your financial data or securely link your online financial accounts to report directly into the software, providing real time data that automatically updates to create a clear and current financial picture. Confirm what is most important to you: your values, goals, etc. Confirm and adjust direction if needed due to changes in financial goals, probability projects, or life changes (risk, family, priorities, goals, gifting, cash flow, philosophy, taxes, selling property, etc.) Dreams are essential to life; they bring inspiration and hope. However, dreams are only wishes until you "write the vision; make it plain so he may run who reads it" (Habakkuk 2:2, ESV). Most people do not take the necessary time to write down and follow their personalized God-given road map. This creates a challenge for "where there is no vision, the people perish" (Proverbs 29:18, KJV). Knowing the compelling vision God has placed in your heart is key to your financial planning success. God made you and designed you just the way you are for a specific reason and purpose. He has placed a road map to your destiny inside of you that serves a purpose greater than you will ever know. You are an individual with unique qualities and gifts. To conform to this world&s;s definition of success is not only an insult to you; it is an insult to your Maker. People who follow the world&s;s definition of financial success will find that they will never be satisfied for they can never save enough. A great advisor does not push his or her view of financial success on you, but works with you to define what is most important and what legacy and difference are you called to make. This creates ...