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Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

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Home » Resources » Complimentary PDFs » Financial Health Offer

Financial Health Offer

No-charge Financial Health Offer: “25 Key Financial Stats” to help you keep track of your financial health

Understanding Your Financial Health

financial stats

Self Learners: Do It Yourself!

With this complimentary report on personal financial health, you can gain the knowledge to help you:

  • Position your cash for emergency expenses and income disruptions
  • Understand your Assets, Liabilities and Net Worth
  • Understand your debt ratios and credit score, which are critical to taking out new loans
  • Estimate your retirement situation
  • Organize your insurance and estate planning documents

 

Not a Self-Learner? We Can Help!

Self-learning isn’t for everyone, especially when it comes to finances. We can help you create your financial health summary very inexpensively. Using your data, we can use this financial health offer to create a report that will help you understand your current financial situation. All it takes is about 1-2 hours of our time, keeping your cost to a minimum.

Getting started is easy. Gather your financial records and fill out our secure, encrypted online questionnaire. We will send you a quotation and you can decide when to proceed. We will do all the remainder of the work and send you a Financial Health Summary. Here is an example Financial Health Offer report.

 

Do you ever find yourself wondering where all your money went at the end of the month? Do you know what your debt-to-income ratio is? How close are you to meeting your retirement budget? What will you be getting in Social Security payments? Are your insurance and estate planning documents in place?

Our special report “25 Key Stats for Tracking Your Financial Health” can give you tighter control and peace of mind with where you are at with your personal finances. Focusing on the right numbers can lead to better decisions about personal expenses, credit, investments, and retirement.

We have two solutions: One for self-learners and one for those that need a little help.

Get your Complimentary report on “25 Key Stats for Tracking Your Financial Health” now!

25 Stats Complimentary Offer

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Set Goals. Plan Well. Execute and Monitor.

248-793-7314

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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