For information on
rates or services on
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Genuine Wealth
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Confidential Personal On-Line Financial
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Who? Every person who is employed or retired should have
a plan.
A Financial Plan should never cost money - it should make or save you money.
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Why? Successful people are usually not
the ones that work the hardest – they’re the ones who have a plan and follow it.
Success and peace of mind are the reasons for working a personal plan.
How? Easy, just contact us for a personal ID code.
Later we match your ID code to your financial data when it arrives.
Call Gordon at 1-800-471-0411 or email Gordon@SmartChoiceLife.com
When you give us information
on-line never include any of your personal information (name, address, phone or
age) – we get that by phone or email when we assign your ID code.
Still concerned? You can further protect your information by setting up a free anonymous
email address at hotmail.com, Yahoo or some other provider for the purpose of this
financial plan.
Once you have your personal ID code you complete the planning questionnaire. Tell
us your dreams, goals, and finances anonymously and a Certified Financial
Planner will analyze your information and prepare an individual plan for you.
Plan Questionnaire
The first draft is presented to you in part with recommendations. When we get your
reactions, and make final adjustments we send the completed plan to you by email,
or express post and you must sign to guarantee secrecy
for you.
There is a free follow up access for
you for one year where we answer any questions about your
plan and help you make adjustments to achieve your goals. We also dun you assist
you to complete the recommendations. Each suggestion in your plan will have
a time line attached indicating when you should have it completed. Many people say
this follow up is what makes our system really work.
Where? The beauty of this plan is you can fill it out at
home in your pyjamas if you want. Busy People love the freedom of
access to our system! No need for any inconvenient appointments.
When? We expect it to be available by May 1, 2008 or
before
How Much? The plan itself and follow up and contact with
a certified financial planner for one full year is all included for the rate of
½ of 1% of annual family income. Remember financial planning should never cost money,
it should make or save you several times the fee.
Ask about the Preferred Rates for existing clients.
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