Dexter Baptiste's Linkedin Analytics

CHANGE. TRANSITION. TRANSFORMATION. After my last corporate role ended abruptly in March 2020, at the start of COVID in the US, I asked myself these 3 questions: • How would my life change if I no longer had any debt and were able to live comfortably off a set income? Is that life still possible? • What would that number be and am I on the path to having sufficient savings plus offset inflation? • What am I willing to do to achieve my picture of success and in what timeframe? As we got older, our goals and dreams need to be fed more frequently. We go through various stages in life ... getting married, buying a house, having children, putting them through school, going on vacations, moving location for a job promotion, taking care of your parents or a loved one. Not all of these apply to everyone but many of them do … but I AM SURE YOU CAN RELATE. These are significant, life-changing events. Each event builds memories, which creates your family's LEGACY. In 2019, consumer debt and medical expenses (~60% from hospitalizations) are two key issues that contributed to over 750,000 bankruptcy filings in 2019. Post-COVID, who knows what that number would look like and just how long it will take to recover. SO what can we do to protect what we have already worked so hard to achieve? Three key strategies that most advisors will recommend are 1. Planning ahead to eliminate debt by a specified date, 2. Building wealth through investments that grow over time, 3. Protecting those investments as they grow to leave a LEGACY for the surviving family. At AJPG Group LLC, we help individuals and small businesses, eliminate debt to grow wealth, select the correct types of health & life insurance to accompany their growing families and investments, and plan and secure for some of the what-if scenarios. Give us a call or book an appointment today to determine how best we can help you re-focus on your goals and dreams by planning, building and protecting your LEGACY. www.ajpggroupllc.com/contact