Get in touch
530-240-9494
info@financialconvergence.com
LEARN, GROW, THRIVE
YOUR RESOURCE CENTER TO
Empower Your Financial Journey
Where do we go to get a functional financial education?. Many don’t know what questions to ask. If you google financial planning you can easily become overwhelmed with what is presented to you. Our hope is that this is a space where you can begin to discover what is important to you about creating your plan. We are here to bridge the gap between what people are intimidated to learn, and what they need to know. We are a group of like minded professionals looking to offer value to our community to create meaningful change financially. Enjoy the resources and feel free to email us with any questions or suggestions.
“
It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. ”
MARK TWAIN
Download One Of Our Free Ebooks
LEARN ABOUT:
Everyone automatically has an estate! That will be news to many who read this. What do you mean I already have an Estate? You literally have to do nothing to have an estate. An Estate by definition is “all the money and property owned by a particular person, especially at death.” In other words, all of your assets, personal property, real estate, life insurance, automobiles, etc. make up your estate. Nothing is required for you to have an estate. Your estate will be disbursed one of two ways. According to your wishes and directives or the governments and judges will decide for you and your family. Either you decide or the government will!
No more compounding interest.
Don’t forget to play defense
You can’t see me
Paying Uncle Sam to much?
Tax Deferral Myth
Don’t forget to play defense
You can’t see me
Fear of missing out
Everyone automatically has an estate! That will be news to many who read this. What do you mean I already have an Estate? You literally have to do nothing to have an estate. An Estate by definition is “all the money and property owned by a particular person, especially at death.” In other words, all of your assets, personal property, real estate, life insurance, automobiles, etc. make up your estate. Nothing is required for you to have an estate. Your estate will be disbursed one of two ways. According to your wishes and directives or the governments and judges will decide for you and your family. Either you decide or the government will!
The legacy we create inside of those around us.
Tax Deferral Myth