HELPING YOU LIVE YOUR DREAMS

Once upon a time there was a man & a woman. They had a dream of a very comfortable lifestyle, of health, of wealth, of travel, and of growing happiness as the decades rolled on. 
 
Are those dreams still plausible? If we’re behind, can we still achieve the comfort, dignity, and peace of a future filled with Maslow’s self-actualization? At Fourth Quarter Financial Coach, we believe it deeply. Many of you are achieving it. We are here to help you with your financial gameplan & coordinate that financial picture to be the brightest it can be.   
 
We encourage you to start today. Call us…interview us….try us. See if the 10 Client Deliverables are what you need to bring your financial picture together. Let us put together that Financial Roadmap™ based on your values to develop the gameplan you want. We believe it’s the beginning of a memorable “fourth quarter” that will help you build a lasting legacy to the people and things you care about most.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

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