Our Tips on Financial Budgeting and Planning Tools:
We know from many years of experience in financial consulting that having the right system or tools for budgeting and planning is critical to achieving long term financial success. We have evaluated most of the most popular self managed services available in the market today and the following are our recommendations.
Auto-Pilot your Bills The simplest way to start growing your financial nest egg is to reduce or minimize your essential monthly bills. These are the things you need for everyday living but don't want to overspend on them because they are recurring every month. This is the reverse of compounding your income or return on investments. We have the simple answer for both personal and business expenses.
PersonalCapital.com Best for overall money management and investing. No cost unless utilizing investment advisory services. Get $20 when you open your account.
Coinseed.io Learn how to invest your spare change, learn from others and grow your future with this easy to use phone app. Get $5 when you open your account.
Abra.com is the only exchange that allows you to buy, store and exchange 28 cryptocurrencies, and several foreign currencies, all in an easy to use Mobile App. Exchange USD for crypto or one crypto for another with a few simple clicks. Click on the link above to download the app and receive a $25 Bonus when you start.
We suggest that you research them, and others if you like, to see which product best suits your goals and objectives. Please contact us if you have any questions or have comments to share.
Interested in learning more, just give us a call at 203-682-3240. Let's start the conversation and get you on the Road to Financial Success.
Customized Solutions....World Class Service Since 1992
Our Managing Partner, Tom Stevenson, has been involved in the financial consulting arena for over 40 years, first as a SVP in Commercial Banking and since then as a small business financial consultant.
"These products are exactly what we have been searching for since the financial melt down in 2008. I encourage everyone to thoroughly evaluate the opportunity for financial success offered with these products."
SPECIAL NOTE: These strategies are NOT intended to be a majority of your investment portfolio. However, as a conservative percentage, say 1-5%, they can significantly improve your overall return well into the double digits.
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Partial Listing of Product Offerings
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