WHO WE ARE

Hi my name is Paul Agliata; I am a Registered Representative, owner of LifePlan Financial Services. I have found that we do business with people we know, like and trust. There are so many firms to choose from, all wanting you to take their advice in navigating your financial plans. How do you know who you like and if you can trust them to have your best interest at hand? Referrals are the best; however, I offer you the following statement which will give you a clear concise core value prospective of my vantage point concerning security, wealth and prosperity and what I try and give my clients using my concepts and principals.

"Searching for financial security is an illusion that may never be achieved. To follow your happiness and joy is a journey that leads to real financial freedom. A rich life filled with real wealth that includes our, family, emotional, spiritual, social, heath, as well as our financial goals and concerns. Your net- worth is not a measure of value at the bottom of a monthly statement, rather it is the true value you feel inside, known as your self-worth. To ask, seek and take action in perfecting your gifts and talents in service to all of humanity, produces the highest quality of life. Quantity of life can better be measured by how much we create, rather than how much we consume. To pursue the passion of one's purpose, the desire of our heart, to live to give in gratitude and appreciation of all that we already have and not the ego driven want for more, this to me, is real wealth and prosperity."

I help show people how to make and save more money. I use their current budget as my yardstick to work within and then find new ways to help them reduce cost and expenses. I share my concepts on cash flow and budgeting that help promote more savings to invest in their goals. I sincerely hope that this helps give you a clearer difference between me and the other choices out there. I look forward in meeting and assisting you in helping you achieve your goals and address your concerns.

Sincerely,
Paul Agliata

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