The 40 Report

The 40 Report is a newsletter that was created specifically for people in their 40's. It focuses on real client stories and how financial planning, provided by Francesca Rea, changed their lives. This report also features professionals that she recommends to her clients.

"I thought my finances were in bad shape, but Francesca helped me see a positive financial picture. Now I am free to dream about my future." -- Rose

Rose wanted personalized one-to-one service:

This is the story of Rose, hard working, focused, motivated, single mother.

When 41 year old Rose heard there was going to be Strategies for Wealth Generation seminar at her work, she did not want to miss it. With a young daughter and growing debt, Rose felt her financial picture could be a lot better. After the seminar, Rose took advantage of the free no obligation 60 minute session with Francesca, she had no idea how that consultation would transform her life.

Like most people, Rose had for years dealt with a bank. "I did not feel that I was getting the personalized one to one service, which is what Francesca brought to the table." The Life Plan for Freedom put the focus on Rose and her goals. She wanted to retire early and comfortably, pay for her daughter's education, pay off debts, protect herself and her daughter from the financial risk of premature death or sickness. "Francesca took the time to listen to my concerns, provided options that suited me and provided a lot of knowledge."

We developed a detailed written financial plan for Rose. It allowed Rose to visualize her future. Her financial picture was laid out, organized, and easy to understand. Over the last year, Francesca and Rose met several times to review her progress. Overall, The Life Plan for Freedom provided Rose with a sense of control, comfort and direction and she can envision a great life for her daughter.

This presentation is intended as a general source of information only and is not intended to provide any tax, legal or investment advice and is not intended as a solicitation to purchase securities.