3. Increase & protect your net-worth? … one step at a time AJ Gabriel Group, LLC Private Wealth Management 441 East Erie Street, Suite 2007 Chicago, Illinois 60611-4424 Phone (312) 335-0127
4. Step into financial security ... one goal at a time. the process No matter what your priority, it’s important to follow a disciplined process to identify your goals and potential financial solutions. This is the best way to approach financial security and create peace of mind. As you walk through life, you shouldn’t feel overwhelmed by trying to solve your financial needs at once. Take the first step towards financial security one goal at a time. What are your life’s priorities? A great way to start is to identify the goal or goals that are most important to you right now. Cash Flow Analysis Assess your monthly expenses and budget Income Tax Situation Identify opportunities to defer and reduce Protecting Your Family & Future Prepare for unforeseen occurrences Financial Independence Helping you ensure you can enjoy a comfortable retirement Savings Goals Pay for education or purchase a home Asset Allocation Allocate your assets to meet your risk tolerance and investment time frame Business Strategies Use your business to support your personal goals. Legacy Creation Explore general gift, will, trust and tax strategies
![Achieve objectives commitment financial security Why you need to start today Most people agree that we all have at least some responsibility to those who depend on us. If nothing else, we are responsible to make some conscious, deliberate decisions, rather than leaving the future to chance or good luck. No one achieves their financial goals by chance. Commit to a goal and act on it. Start walking down the path toward you financial security. Begin today! Which of these objectives is most important to you right now? ,[object Object]](https://image.slidesharecdn.com/wealthmanagementprocess-12688378273864-phpapp02/85/Wealth-Management-Process-1-320.jpg)
