Fresh Approach to Financial Security and Success

Though you may not feel it, this is a great time for businesses to thrive.  A recent Fidelity Investments survey revealed more than 68% of Americans experienced financial setbacks in 2020.  In spite of that, I believe all that stands in the way of your business growth is a fresh approach to financial security and success.

One example of a fresh approach is employee health care.  Most employers want to provide it.  Employees want to receive it.  But many employers look at health care costs as a necessary expense that must be borne to retain talent.  What if you were paid to provide healthcare to your personnel?   Think of your savings!  Instead of footing that tremendous bill, you could actually benefit from your employees’ benefits.  It is being done, and all it took to utilize the savings opportunity was a fresh look from a unique financial advisory firm like Americore. 

There are some simple steps to prime you for real progress in 2021. Just a couple of simple steps can help prepare you to gain the perspective that will allow you to leapfrog over your prior progress.

Assess Yourself and Your Business Today

Before you can take advantage of these programs, it makes sense to start at the beginning.  Take a moment to assess where you and your business stand today.  Even if the electronic piles of to do items is building, it is essential to step back, and evaluate your situation, your lifestyle, progress made toward your retirement goals, etc.  Look at your approach to business.  Following the roller coaster year of 2020, think about risk laden situations.  How do you respond to them?   Put the financial assessment in writing.  This is your starting point.  It may help you throughout the journey to refer back to it and see how your viewpoint and financial wellness evolve.

Set Real Goals – Then up Them

People sometimes view retirement as vaguely someday.  Set hard dated goals for your retirement.  Treating retirement as a real specific goal makes you more likely to act in a manner that helps you reach those goals timely. So many people do enough to make ends meet.  Especially today, when making up for lost ground financially speaking, we need to do more.  Now multiply those goals by 5 or by 10.  Setting the aggressive goals can motivate you to make decisions that demolish obstacles between you and the retirement you envision.

Talk to a Professional

At Americore, we thrive, when you thrive. Our Blue Apple Consulting approach offers insights to programs and plans that you thought were only open to the giants.  Every program is a legitimate way to capitalize on what you are already doing.  Find out more about our strategies on cash flow, growth funding, rebates, incentives, telemedicine, wellness programs, employee retention and more. 

You made your assessment.  You set your goals.  Americore can help you find the right way to meet those goals.  Our unique perspective and expertise can unveil the “blue apple” programs that help you blast right past your goals.  In fact, we credit our fresh approach to those goals as the difference between surviving 2021 and thriving in 2021.  We should have a conversation.  You’ll be glad we did.