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There are 6 critical steps needed to achieve financial independence. On average, only about 4% of the U.S. population have all 6 steps covered and regularly evaluate these to stay on track to reach their financial goals and dreams.

Do you have all 6 of these steps in your financial portfolio?

The 6 Critical Steps to Financial Independence

First Step

Be a Good Steward of  Your Money
Income Sources/Budget/

Cash Mgmt. Systems


Second Step
Eliminate Debt/Improve Credit Score

Third Step
Proper Insurance Protection

Fourth Step

Create Short-term/Long-term Saving Strategy

Emergency Funds/Investment & Retirement Planning Strategies

Fifth Step

Minimize Taxes
Tax Strategies/Planning/

Sixth Step

Wealth Transfer & Legacy Planning
Wills & Living Trusts

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