Page 2 - Demo

Mission StatementAt 1847 Financial, our mission for the families and business owners we serve is to provide an effective,economically-based process that maximizes their protection and builds income streams in retirement,while reducing risk to their financial future. We strive to be the most trusted advisors and resource forour clients. We embrace holistic planning to make sure all areas of one%u2019s financial game plan arecoordinated. Our integrative team approach will engage the intellectual capital of our firm to provideguidance throughout the entire planning process - helping you leave a legacy for one generation to the next.Core Values%u2022 We believe promises made are promises kept.%u2022 We believe in being transparent, authentic, and fair.%u2022 We believe the client experience is everything.%u2022 We believe everyone needs a road map.ESTATEPLANNINGRETIREMENTPLANNINGTAXPLANNINGINVESTMENTPLANNINGRISKMANAGEMENTCASH FLOWMANAGEMENTSpecial Needs PlanningTrust StrategiesLegacy PlanningBusiness SuccessionCreating Guaranteed IncomeFinancial FreedomPension PlanningTax DiversificationMaintain ControlMinimize ExposureTransparency of FeesStrategy and PhilosophyVolatility ManagementLife InsuranceDisability InsuranceLong Term Care InsuranceMaximum Coverage with Minimum ExpenseEfficient Debt StructureProactive SavingsAlternative Liquidity Strategies