Invictus Financial Group, PRI

Invictus Financial Group, PRI

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Providing vision & action-oriented planning to help families become debt-free and financially independent.

10/07/2022

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A Roth IRA could be the ideal wealth-building vehicle for the majority of Americans?

The maximum allowed contribution per year is $6,000 (about $500 per month, or $250 per paycheck biweekly). Doing this on a consistent basis for 25 years, averaging a 9% return, would give someone a $560,000 nest egg!

Considering the average American worker has less than $25,000 saved for retirement, that's a more than 25x boost to one's retirement! Visit our website to schedule an appointment with an advisor today!

Don't let life conquer your financial peace.

07/13/2022

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The average American saves less than 5% of his or her disposable income. ()

A report in found that half of the American households currently live paycheck to paycheck.

CPA financial planners conducted a survey to see what their clients were worried about the most, and a staggering 41% reported that running out of cash was their biggest concern. The survey found that even those with comfortable incomes and net worths still faced significant fears that their coffers would run dry into their twilight years.

18% of workers earning a salary greater than $100,000 are living paycheck to paycheck. (Willis Tower Watson)

In these uncertain times, get some clarity & control over your finances. Tap "Learn more" in our profile bio to schedule a FREE, no obligation session today.

06/21/2022

If you've switched jobs recently and had a retirement plan through that former employer (i.e., 401k, 403b, 457, etc.), don't leave that money with your old employer! Take that account with you!

Need help? Tap the link in the bio to get started!

— 👋 : Financial Planning

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Address


140 Cypress Station Drive SUITE 115-5KC
Houston, TX
77090