It s Time For A New Financial Approach: One All About You. Authored by Scott Jarred

Transcription

1 It s Time For A New Financial Approach: One All About You Authored by Scott Jarred

2 Traditional financial thinking and techniques are becoming outdated. It s time for you to be the author of your financial success. How much money will you need for retirement? What will your family need to maintain their current lifestyle if you die? How much will taxes increase in 10 years? What will happen to the market tomorrow? What if you want to buy a second home? What if you want to take advantage of a unique business opportunity? It s likely that you ve heard people discuss these questions, have been asked these questions personally, and may have already had to ponder the answers yourself. For years, traditional financial meetings have started in this same way, with someone gathering your answers to the usual broad, needs based questions. They then click a couple of buttons, make some calculations, and present you with your financial plan. Focus on Your WANTS, Not Your NEEDS Dream house Dream car Start your own business Worry-free retirement So, you re all set, right? Well, maybe not. The problem is that these questions have answers that can change constantly, because the answers depend on numerous unknown and uncontrollable market variables. Your answers may actually be nothing more than educated guesses, based on what you know today. When you then create strategies based on this, it s probable that you are taking a minimalistic approach to your financial future, rather than setting yourself up to reach your full financial potential. Let s eliminate the guessing. When someone asks you what you need, your mind automatically goes into bare minimum mode. All you really need in life is food, water, and shelter, but naturally, we want much more than that. The same is true when it comes to your finances; you want much more than the bare essentials. You want financial stability forever. You want your dream house, your dream car, to start your own business, a worry-free retirement, and much more.

3 It s simple; focusing only on your needs is a minimalistic approach, and one that can restrict your ability to reach your full financial potential. When you cap your potential only at what it is you think you need, and these conclusions are actually more similar to assumptions about tomorrow based on the circumstances of today, you can find yourself remaining financially stagnant. A more effective alternative is to focus on what you want; your personal goals, dreams, and values. While you may not know what you will need 10 years from now, you more than likely already know what you want 10 years from now. It s YOUR Financial Future determine what decisions to make, give you a clear understanding for why you are making these decisions, and help you see how these decisions will affect the end goal you want to achieve. We believe your personal lifestyle goals should be the core of your financial strategy. My CFO Series Dream Succeed Envision With needs assessments acting as the epicenter in traditional financial thinking, we had to develop something that steered away from the traditional and embodied evolutional. Identifying your needs only clouds your judgment on what it is you really want and how you are going to get there, so we did the unthinkable and developed a process centered on you and what it is you want to achieve financially in your lifetime. When you know what it is you want, the needs will follow. They will present themselves as the strategies needed to achieve what you want, essentially flipping the hierarchy of traditional financial techniques. We have created a unique discovery process that puts your wants, goals, and personal values on paper in order to create a clear vision of your ideal, financial future. By acting as the roadmap for reaching your full financial potential, this process will help you Create This unique discovery process presented itself in the form of the My CFO Series, which is designed to help you with important financial decisions. By taking a protection first philosophy, we have created an efficient, verifiable management process, which will help you realize your full financial potential.

4 By focusing on the strategic positioning and movement of your money, the My CFO process aims to help you achieve additional benefits in the area of wealth building, tax savings, and improved protection management by: Seeking to recover wealth being eroded by outside factors such as inflation, market fluctuations, and tax laws Accelerating wealth accumulation and maximizing wealth potential Implementing financial strategies that provide security to you and your family for generations The overall goal of this process is to provide you with a more enjoyable financial life. It seeks to improve the effectiveness of your money over time, by utilizing comprehensive financial models to analyze your present financial situation. From this, we can develop a new, more dynamic approach to starting you on your journey to financial success. The My CFO Series is comprised of four unique elements that will act as stepping stones to guide you along your journey to financial independence. DREAM This is the first step in the My CFO Series, and highlights the importance of identifying your personal wants, goals, and values. The Vision Game Plan will help you see your present financial position and help you learn how to properly set and achieve goals through: Identifying your most important lifestyle objectives Collecting all necessary personal and financial data Developing your personal wish list We understand that this is your life s work. Our mission is to educate and facilitate your thought process by utilizing proven, financial models to validate economic strategies, in order to help you protect your wealth and reach your full financial potential. ENVISION

5 The Efficient Risk Management Concept and The Capital Management Maximizer will help you identify your current economic exposure with insurance contracts, asset protection, tax liability, creditor risk, and market risk. By simultaneously focusing on cost recapture techniques, this will set up a cash flow system with a tiered capital allocation strategy. This phase aims to: Evaluate your present financial condition Measure current strategies to your defined objectives Determine the most appropriate strategic solutions Stress test financial products towards meeting these solutions and objectives Develop an overall strategy CREATE SUCCEED The Vision Matrix will seek to maintain financial balance, track your goals, and allow you to review and update your progress on a quarterly basis. You will be given: A well-coordinated and organized plan that is monitored and updated daily Access to this plan anywhere and at any time The opportunity to review and adjust this plan on an on-going basis with your representative An improved ability to maintain financial balance, which can enhance your ability to reach your full financial potential At Jarred Bunch Consulting, identifying what you want to gain out your financial life is paramount. This simple idea was the inspiration for the creation of the My CFO Series, which puts you at the core of our philosophy. By focusing on more than just the things you think you need, My CFO allows you to successfully communicate your personal goals, dreams, and values. In turn, these act as the fundamental elements for your individual financial model. The Action Accelerator will identify key implementation strategies based on your wish list, and set up your personal financial homepage so that you are able to monitor and track progress on a daily basis. This will allow you to: Implement strategies working towards personal financial objectives Establish a personal financial site along with a vault for important documents Provide a view of aggregated financial data This process also helps eliminate many problems that plague people when dealing with finances. My CFO Series will give you a clear picture of your current financial position; an essential element when building your strategies, but one that is too often overlooked. The problem with not properly understanding your current position is that it will make it impossible for you to plan for tomorrow. Not only that, but life is not something that you can plan for. My CFO will give you the tools to maintain organization, continuously see your current financial position, and to react to the financial decisions you make.

6 Reaching Your Full Financial Potential It s not a secret that there s no quick way to achieve and maintain wealth. That being said, however, it doesn t mean that it s an impossible obstacle to overcome in your life. Maintaining financial balance and independence is a dynamic and integrated process requiring the tools that we provide you with; the first being the My CFO Series. Meet Scott Jarred Scott Jarred, CFP, is the CEO of Jarred Bunch Consulting, a personal and business consulting firm helping clients with risk management, investments, and asset protection. His mission is simple; to identify what his clients want, and provide them with the tools to achieve financial independence. Scott built Jarred Bunch with a client first philosophy, putting the dreams, goals, and values of the client at the heart of the financial models that he creates for them. Scott is also the creator of the My CFO Series. He designed this process to help empower clients by allowing them to understand what is being done on their behalf, and to provide them with the proper guidance in order for them to make the critical financial decisions in their own interest. By having this process focus on the strategic positioning and placement of his client s money, he has created an efficient, verifiable management process, rooted in helping people realize their full financial potential. Currently, Scott teaches a financial curriculum to resident doctors to help them succeed financially during and after their residency. Scott also works closely with medical professionals of all fields, business owners, professional athletes, and corporate executives. He currently lives in Indianapolis with his wife and three children, and splits his work between Jarred Bunch s Indianapolis and Tampa office locations. The goal of this process rests on you being able to derive more wealth and protection, provide you with greater financial awareness, and empower you to make intelligent financial decisions. Also, you will enjoy the result of knowing that you did not simply buy a product, but rather implemented an entire strategy; a strategy that reflects you and your family s personal value system. The underlying purpose of this strategy will continuously work to reflect your goals, values, wants, and dreams as an individual, family member, and community leader. By combing these elements and more, we will create your individual world of financial success, rooted in you being able to reach your full financial potential. Through the implementation of a model that allows you to monitor and maintain financial balance, financial independence will no longer act as your dream, but can become your reality office@jarredbunch.com 9000 Keystone Crossing Suite 450 Indianapolis, IN One Urban Centre, 4830 W Kennedy Blvd. Suite 450 Tampa, FL Scott Jarred is a Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS), 9000 Keystone Crossing, Ste 300, Indianapolis IN Securities products/services and advisory services offered through PAS, a Registered Broker-Dealer and Investment Advisor. Financial Representative, the Guardian Life Insurance Company of America, New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Jarred Bunch Consulting LLS is not an affiliate or subsidiary or PAS or Guardian. PAS is a member of FINRA, SIPC. Scott Jarred is securities licensed, advisory licensed and insurance licensed in Indiana, Florida and other states. To find out if Scott is licensed in your state, please contact Kelley Roberts at *Neither Guardian or any of its subsidiaries, employees or agents provides tax or legal advice. Clients should consult with their own professional(s) to evaluate their individual circumstances.