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ARTIFEX FINANCIAL GROUP S G A M E P L A N F O R F I N A N C I A L F I T N E S S

THE PRESEASON 1 Cash Flow In ows vs Ou lows What s important to you How do you spend your money 2 Debt Structure Good Debt vs Bad Debt What do you owe How will you eliminate bad debt 3 Business Structure What is your current structure Sole Proprietorship LLC etc 4 Risk Management Insurance Analysis Estate Planning Wills Trusts Powers of AYorney Emergency Savings

PRACTICE 1 Tax Planning Are you paying too much in taxes Are you u lizing the tax savings vehicles available to you SEP IRA 401 k etc What is your plan to calculate and pay quarterly es mates 2 Re rement Planning When do you want to re re What does re rment look like to you Are you saving enough are you saving in a tax e cient manner What is your investment strategy for your re rement savings 3 Addi onal Goal Planning Educa on Savings Charitable Giving Strategies Business Succession Strategies Estate Planning

GAMETIME 1 Plan Implementa on Set up appropriate accounts Update Documents Invest per asset alloca on strategy 2 Plan Monitoring Investment Review Process Annual Planning Updates Communica on of changes in tax law etc Be there for you when life happens

NEXT STEPS 1 Click the envelope below to request more informa on 2 Click share to spread the word 3 Get started securing your nancial future today Steve Grasso Ar7fex Financial Group 855 752 6644 steve ar7fex nancial com www ar7fex nancial com