Resources for Employees

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The amount of incomplete, misguided, or even misleading financial information in the marketplace is staggering, and that can make it nearly impossible to figure out where to begin. Maximum Prosperity will give you clarity, confidence, and control regarding your financial situation so you can avoid the six major pitfalls of poor planning, protect your family, and set yourself up for a prosperous, tax-free retirement.
The 12 Steps to Maximum Prosperity

Step 1
Umbrella Liability
Step 2
Long-Term Disability
Step 3
Term Life Insurance
Step 4
Long-Term Care Insurance
Step 5
Health Insurance
Step 6
Estate Planning
Step 7
Roth 401(K) Max Match
Step 8
Health Savings Account (HSA)
Step 9
Roth IRA
Step 10
Permanent Life Insurance
Step 11
Home Ownership
Step 12
Roth 401((K) Remainder