Personal Economic Blueprint

1. Asset Protection

1.1. Disability Insurance

1.2. Life Insurance

1.3. Health Insurance

1.4. Property Insurance

1.5. Liability Umbrella

2. Retirement Accounts

2.1. 401k

2.1.1. Annual Benchmark Report

2.1.2. Contribute Up To Employer Match

2.2. Non-Qualified Growth Funds

2.2.1. Low Fee Index Mutual Funds - Risk

2.2.2. Fixed Indexed Annuity

2.3. Stock Market Volatility Buffer

2.3.1. Cash Value Life Insurance

2.4. Self Directed IRA

2.4.1. Real Estate

2.4.2. Arms Length Transactions/Investments

2.4.3. Gold & Silver

3. Contingency/Emergency Funds

3.1. $5k to $10k Cash Account - ATM

3.2. 1+ Year Salary in Cash Value - PLI

4. Lifestyle Financing Account: Infinite Banking Life Insurance Policy

4.1. Cars, Trucks and RVs

4.2. College Spending

4.3. Vacations

4.4. Weddings

4.5. Private Personal Loans

4.6. Mortgage Down Payments