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Congratulations! You are
about to make a wise
decision investing in
the Family
Financial Advocate Journal™
system (FFA Journal™). You
are now one of “Our Journal
Friends”. In essence, the
Journal is designed to serve
as a unique multi-faceted
tool not only for the rest
of your life, but for
generations to come.
The
Journal offers the following features:
1.
Organization
Tool
– organizing your most
important documents as well
as record keeping. This
includes medical records,
personal, financial, estate, family tree,
your business and more.
Get ready for
that in inevitable
hurricane, or any other
insurance peril. The
property claim and estate
settlement process becomes
incredibly easy when you
follow the Journal’s
directions on organizing all
your possessions through
text and field, drag and
drop photo, video,
attachments from certified
appraisers if needed and
written description.
2.
Journaling
and Ethical Will Creation
– The Journal serves as a “time
capsule” for not only your
life but for those you care
most for in the past as well
as the present. Your
thoughts, wisdoms, life
story and final wishes are
all easy to record utilizing
the Journal’s word
processing, text and field,
photograph, video and music
capabilities. The word
processing features offers
vast capabilities for those
that are advanced and very
creative.
3.
Financial
Education
– There are three levels of
easy access financial
education available with
your purchase of the FFA
Journal™ system. Within the
comfort of your own home our
easy to understand
educational systems come to
you. We don’t care how you
are dressed, this is private
and based around your values
and what is important to
you. Included with your
purchase for no additional
fee is Level 1
Gold Service
that is easy to understand
and basic, but very
comprehensive information,
that is available through
the FFA™ website by clicking
here:
Learning
Center.
This includes very current
and topical monthly
Newsletters with a one year
archive. These newsletters
are well researched and
sourced. In addition to
this, our Articles data base
includes categories such as
Estate and Trusts,
Retirement, Tax Planning,
Investing, Cash Management
and Risk Management. Each
area has at least twelve sub
sections pertinent to these
topics. The FFA™ Calculator
section includes numerous
easy to use calculators that
are coordinated with the
articles section. Our
E-Seminars are composed of
five 10 minute educational
videos covering Retirement,
Estate Planning, Tax
Strategies, Long-Term Care
and Financial Management.
Our Market Watch section
allows for installing and
monitoring a limited size
personal portfolio,
technical analyses, quotes
as well as daily activity.
Finally, our Glossary is put
together to offer the terms
and definitions that are
common place within the
investment community.
4.
Level 2 Life
Transition Service
and Your
Psychological Financial Risk
Assessment are next.
The
Level 2 Life
Transition Service
section
is geared towards, preparing
you for those life changing
events we all experience.
Any of these changes can
trigger a series of events
that could derail your
financial journey. When
these changes occur, it is
best to have accurate
information from competent
advisors so that you will be
better able to stay on
track. Some of these changes
can be loss of a spouse,
special needs education,
wealth windfall, job change,
involuntary job loss,
retirement, caring for aging
parents, unexpected tax
bill, marriage and divorce
are just to name a few. If
you have a life changing
event, you click on the web
icon in the Life Changes
section and you will be
automatically linked to a
Life Transition form to fill
out and privately submit to
FFA™. Our experienced staff
will then address your
transition quickly. We will
respond by email with a very
well researched
comprehensive report (that
could be lengthy) in a PDF
format. Our reports are
expertly prepared and easy
to read and understand.
These will help prepare you
for your transition event.
Sample
Level 2 Life
Transition Service
Reports: #1
#2
Your
Psychological Risk
Assessment is the second
part of the Level 2
Gold Service. This
section of the Journal is
located next to the Life
Changes tab. This section is
extremely critical as it
performs one of the most
important steps in your
financial life. This section
will provide an interactive
study regarding your risk
parameters and investment
suitability as it pertains
to volatility as well as
your experience level and
current finances. In other
words, are you investing
comfortably and within your
means or are you gambling?
Like the Life Transitions
feature, you click on the
web icon, fill out the form
and then submit. Both of
these areas should always be
discussed with a
professional advisor who is
authorized to act in a
fiduciary capacity. The FFA™
response team is qualified,
very experienced and has
this authority. For further
information with regards to
fiduciary
responsibility, see
the Information (I) tab at
the introduction area –
About the Creators section.
Our
response to these areas is
professional, comprehensive
and easy to understand.
Level 2
Life Transition Service
follows our edict of
offering only the best
quality and most substantive
timely information
available. You will find
that for an investment of
$150/year, an average fee
that is charged by qualified
CPA’s, financial planners
and other experts for just a
one hour consultation
an extreme FFA® value
proposition.
You will have
access to our service for
whatever your life event
questions are and whenever
you have them.
Our experience shows that
you will probably utilize
what would equate to more
than 10 hours of advisor
time for this one time per
year price. So, we think you
are getting a great deal and
FFA® is happy to offer it!
The quality and coverage of
our reports are excellent.
See the samples above as
well as FFA’s Medicare
report on the front page. In
addition to this we will
include with your
subscription our monthly FFA
Family Business Matters
email newsletter that covers
general financial planning
topics and our quarterly
Family Business Matters FFA
Portfolio® newsletter. For
more information about FFA
Portfolio’s see
www.familyadvocate.net
FFA Portfolios. Our track
record is terrific – we will
assess your risk and include
the tactical asset
allocation model that is
suitable for you! We are
confident that you will be
very pleased with the
“Journal” and our
subscription service.
The best
compliment that you can give
us is to refer a friend!
$150/year,
for 12 months
Level
2 Life Transition Service
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