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For many, the hallmark of building a strong financial foundation is access, accumulation and safe control of your money while providing financial protection for your family's standard of living.


We focus on teaching basic strategic concepts to align with these goals of building a strong financial foundation for you and your family.


Two basic rules of money:

  • Protect your capital (your money to meet your financial obligations)
  • Control your cash flow (managing where, when, and how your money is coming into and out of your finances during a particular period of time)

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​With these rules in mind- our students enjoy learning about:


Accumulation and Protection of Income - Efficiently accumulate your money while protecting your family's financial standard of living over a lifetime.


Compounding Interest. - The value of compounding interest and the importance of taking advantage of true compounding interest as a key component to steadily and successfully build your financial foundation.


The two areas where people may lose money unnessarily to disrupt the building of their financial foundation.


1)  Holding and paying off bad consumer debt (high-interest credit cards)​


​​How to Control, Reduce or Eliminate Bad Consumer Debt. -   Tackle your debt issue.  Avoid unnecessary losses. Learn to pay yourself first, not the banks.  Free up the money you are giving to the banks so that money works for you.  Finding the money to manage your consumer debt without changing your lifestyle.


 2)  Managing how to pay for a house

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​Have the Ability to Payoff your Home Early-(without making extra mortgage payments to the bank).
-Keep control of your money. Stop locking up access to your money with the banks. Have your money constantly working for you. Keep your money in your control while it accumlulates, protects your family and provides you with the financial option of paying off your home early. ​​​​​​​

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Learning these simple strategies, keeps with the basic financial foundational goals of access, accumulation, safe control and protection of your family's lifestyle and standard of living.


 

What Really Matters


 


 R. Neil Rossi is licensed and authorized to conduct life insurance business in Rhode Island and Massachusetts. This web site is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

Schedule free 30 minute virtual orientation class