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Color of Money...
ABC Planning Process looks at Money differently. It classifies money by color. With three basic colors listed below you will find how utilizing these strategies, can increase your wealth accumulation while limiting the amount of exposure to RISK.

Below you will see a Seminar Slide Show that we use to demonstrate the power of this strategy. Please fill out the form to the right and allow us to show you how this might work for you personally.
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    Color of Money
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What Is ABC Planning
This is a process that recognizes that we have two very different phases in our financial lives. 

  • THE ACCUMULATION PHASE - This is the one everyone is familiar with. This is when you save for retirement by way of 401(k), IRA, Mutual Funds, Stocks, CD's Annuities, etc. We hear terms like Tax Deferred, Dollar Cost Averaging, Market Risk.
  • The SPENDING PHASE - This is much more perilous financially. Unfortunately, most planners and their clients don't recognize the differences and people get stuck in accumulation mode in their financial planning strategies their whole lifetime. This can be deadly if you are in your spending phase of life.

Here is an example of why this is so important. When people are in the accumulation phase of their lives, planners coach them to rely on a technique called "dollar cost averaging" in order to accelerate the benefits of investing. 
By adding a steady amount of money on regular intervals over time - say every month - they are able to leverage the different prices of stocks or mutual funds in their favor. More often than not, if markets are increasing over time, the cumulative price of the securities they purchase will be greater than the individual price of the shares purchased.

However, what you usually won't hear from your planner is that this very same dollar cost averaging can also increase market losses while in the spending phase. To see how this problem can decimate a plan, watch the video above. Complete the Contact Request above for a Free review of your strategies...
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

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​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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