Livin' The Dream

Financial Management

FREE reports:

• Infinite Income

• The 13 Questions You MUST Ask BEFORE Hiring A Financial Advisor!

• Why Your Mutual Funds Could Literally Cost You $314,378 or More in Retirement, and How You Can Avoid It!

More About John Navin:

Financial Designs and John Navin specialize in helping people create the life they want to live. While their business is a financial business, they truly believe in the power of community and bringing people together to enrich lives. Over the years since John founded the company back in 1994, they have discovered that their clients share a lot of similar characteristics. It’s not simply about income status or portfolio size. Rather, the most common characteristic among their clients is that they want a financial partner who can help them really understand their finances, someone who truly cares enough to spend time with them to help them set their goals and keep them on track to attain those goals.

Financial Designs has developed a proprietary system to help their clients clarify their objectives (Clarity Filter) and organize their investments (Investment Organizer). They meet with their clients as often as quarterly to review where they are and make any necessary adjustments. And they bring clients together periodically for informal, but very informative seminars.

Here is a sampling of topics covered in their seminars:

• Recession Proofing Your Retirement

• A Man is Not a Financial Plan (Why women need retirement planning more than men! )

• Create the Life You Want to Live (Most of us have “pie-in-the-sky” aspirations, but few of us know or believe we can accomplish them)

• The Amazing Truths About Retirement (Recent statistics show that 75% of people retire below the poverty line)

• Life Insurance for Dummies (How much life insurance do you have, why do you have it, what type is it, and do you really need it?)

• Fertilizer for Your Dormant Money Tree (For the first time since the depression, Americans’ personal savings rate fell to -.5%)

• Just a Job – for the Self-Employed (We started our companies for the thrill, freedom and love of a great life. Only now we work 12-14 hours a day, lose our hair, and forget our dog’s name.)

Those at Financial Designs always….

• Are involved in charity work

• Add value to our clients’ lives

• Let you know what the next step is

• Allow their clients to have access to John

• Find better ways to meet their clients’ needs

• Help people create the life they want to live

• Make sure their clients hear from them on a consistent basis

• Provide prompt, courteous, knowledgeable service

• Seek to improve the lives of the people they encounter

• Network with people who are the best at what they do

• Speak the truth about each individual’s current situation

• Provide sound financial advice and utilize the best investment options

• Provide two levels of service – Competent Advice and Personal Attention

For more information, contact John Navin or visit Financial Designs, Inc.

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