MACK ASHMORE
Financial Mapping Program
MoneyMap*
Most people could benefit from mapping out their financial future in three critical areas:
1. Protecting or replacing your future income.
2. Accumulating assets by reducing debt and saving more of your own money.
3. Protecting your assets once you have accumulated sidnificant savings.
Easy To Understand: Unlike many industry financial programs, MoneyMap creates reports that you can understand. The program offers a "real world" view and a step-by-step approach to accomplish your goals.
Comprehensive: Moneymap presents a comprehensive "snapshot" of your finances: net worth, retirement, college, savings, income, taxes insurance, and a debt elimination report.
All In One Place: You can go to one place to see all of your finances.
"What If" Scenarios: You can check out the effects of retiring earlier, living longer, changing inflation, changing rates of return.
Confidential: The Moneymap is on a secure, password protected site.
Complimentary: Unlike many of our competitors we do not charge for the value you will receive from Moneymap, it is offered to our clients and prospective clients at no cost.
*For more information, contact Mack Ashmore, dolphus.ashmore@ccfinvestments.com
*The following disclosures are applicable for the reports generated by the MoneyMap:
MoneyMap is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax advisor for information concerning your particular situation.
The reports enclosed within are from information you provided to your advisor or what you input into the system. Projections are based on commonly accepted rates of return used in the industry and vary from 0% rate of return to a maximum of 12% rate of return.
The results contained may vary with each use and over time.
The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money.
Important: The projections or other information generated by the MoneyMap regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.