AGS FINANCIAL SERVICES
P.O. Box 336
Northboro, MA 01532

Gary F. Restall
Registered Financial Planner
Registered Investment Advisor
Insurance Broker

 

 

 

PRESS  RELEASE  FOR  MONDAY  3/17/2003

 

NEW   HOW TO GET FINANCES ORGANIZED PROGRAM



 

AGS FINANCIAL SERVICES of Northboro is rolling out a new 6 month crash organization program to assist people with their household finances.

This new program is being designed for those in "crisis situations" as well as those who want to prevent them.  Part of this program will assist people in crystallizing their goals in all 6 areas of life as well as analyze their personal finances in a clinic-type approach prior to the tailor-made "remedies".  This could be compared to a doctor’s complete medical examination before the prescriptions are given.

Also included is step-by-step education and assistance with programs such as how to build a 6 month 3-tiered cash reserve, balancing a checkbook, establishing a "workable" spending plan, debts reviewed and how to eliminate program, reviewing various risks/insurances based on needs, as well as the usual goal achievements, taxes, investments, retirement and estate planning of financial planning.  It is an overall comprehensive "holistic" approach to organize household finances, even setting up financial files if necessary all within 6 months.

Gary F. Restall RFP, founder of this unique program excitedly exclaimed, "No schools or colleges teach financial basics.  This is constantly being confirmed by those seeking assistance.  Over 30% of those coming to me claim to not know how to balance a checkbook with many that don’t even keep a check register.  More and more new clients want help just to get their finances organized.  This is increasingly important now in a corporate-America downsizing and budget-shortfall uncertain economy.  Hence, the reason for this new crash program."

Restall further said, "This new program is much more than just comprehensive financial planning.  It is personal financial organization with financial planning.  The need for this program is huge and is long overdue in being created.  Especially considering my old-fashioned desire to continue making house calls bringing it to those who know they need some sort of assistance.  I’m asking other financial professionals to finally feel for and consider this un-served market as well rather than chasing the dwindling supply of the super super wealthy."

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Gary F. Restall of AGS FINANCIAL SERVICES is an independent Registered Financial Planner, Registered Investment Advisor, Insurance and Mortgage Broker and a Long Term Care Consultant.  His one-stop practice is located in Northboro with www.agsfinancialservices.com his award-winning educational web site.  He can be reached for additional questions at ....

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