| © 2011 LifePlan. All Rights Reserved. |
| My Purpose |
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My purpose is to inspire and encourage you to reach higher, to become clearer on
your heart’s desire and ignite the passion of your soul’s fire. I love life and I love to have
fun, to dream, reach for the moon, the stars, the magic illuminating from our sun. To be
happy is my mantra and the KEY to my life’s story. To quiet the mind, listen to my soul, the
whisper of my glory…. Paul Agliata
Allow me to offer you my professional services, gifts, talents, vocation and skills to help you reach
your true potential. Sometimes all you need is a little push in the right direction to help make you
realize the unlimited magnificent possibilities you have and are inside of you. Allow me to be your
life encourager and I can help you visualized your dream, unblocked and unleashed your inner
strengths so that you too can live the life you so much deserve.
your heart’s desire and ignite the passion of your soul’s fire. I love life and I love to have
fun, to dream, reach for the moon, the stars, the magic illuminating from our sun. To be
happy is my mantra and the KEY to my life’s story. To quiet the mind, listen to my soul, the
whisper of my glory…. Paul Agliata
Allow me to offer you my professional services, gifts, talents, vocation and skills to help you reach
your true potential. Sometimes all you need is a little push in the right direction to help make you
realize the unlimited magnificent possibilities you have and are inside of you. Allow me to be your
life encourager and I can help you visualized your dream, unblocked and unleashed your inner
strengths so that you too can live the life you so much deserve.
I see my true destiny as a teacher, an advisor, what I call a life encourager someone that promotes wellness and balance in your life. The best reason I can
give you as to WHY ME is that I have walked my talk. I am unique in what I can offer. I have worked hard and smart at every goal I set and
accomplished. I have experienced success on many levels, yet more importantly I have experienced failure and loss. That might not be what you want to
hear from a potential teacher/advisor you might be considering in using his services. I can tell you this truth about me: It has been during those times of
loss, pain, struggle, failure, that I have grown the most and become a better man, friend, partner, dad, and thus a teacher and advisor. From my vantage
point THIS IS the real WHY, someone should consider my services. I have the lumps, scraps and cuts as my real credentials. I know what it’s like and I
have become more flexible, with the ability to change, the courage to pick yourself up, how to overcome overwhelm, and keep moving forward. In three
specific areas of life: Financial, Physical, and Spiritual. What I call The Wellness and Balance of your overall LifePlan.
• Financial. I graduated from The College for Financial Planning in Denver, Colo. I received the CFP designation. I no longer display that
designation, nor am I a part of their society, by choice. I am proud to follow their code of ethics and my commitment to my financial principals and
concepts. I have been in business since 1985 DBA LifePlan Financial Services. I am a registered representative of Wall Street Financial Group, Inc.
• Physical. I am a certified martial arts instructor after over 19 years of training. Today I am a Yon Dan 4th degree Black Belt in the style of
Isshin Ryu Karate. I don’t say that to impress you I say it to impress upon you my dedication to something I believe in and the importance of
stick-to-it-tive-ness . I have now developed my own form using those roots, which I call Ing Chi, which is more about moving the energy of one’s
inner spirit, connecting to your higher self, for meditative oneness, to prompt wellness in self and others and less about defending ones stance. I am a man
of peace but I will fight if I have to defend, my country, family, friends and my principals. This training has a wakened me, opened my sprite to realize my
connectives to The Universe at large. I exercise daily and believe it is a way of life.
• Spiritual. Ever since I was young boy, I could feel people’s emotions as loud as if they were talking to me. This has been a true gift and one that I
am only now realizing it awesomeness. It has helped me understand more about my own humility, gratitude, appreciation, forgiveness, patience, trust and to
believe in my intuition. I understand its divine power as I allow myself to be a conduit/facilitator in which The Universal Energy can flow through me and
thus help bring the wellness and balance of your overall LifePlan. . In addition trusting and believing in my intuition, in which we all have and how this can
promote the art of communication, which is key to any relationship.
What I have accomplished happened because I unlocked the conflict and unleashed the power of my own uniqueness within and I know you have this
same ability. You simply need to be made aware of it. When you peel back the onion to its core you come to realize that we all want the same: To be
loved, valued and appreciated for whom we are, to be happy. We want the financial means in place to provide the income we are going to need to replace
when we decide to slow down from our current predominate working lifestyle and transition into a slower more relax full teaching lifestyle. And this takes
planning to do.
People don’t plan to fail…They fail to plan
During my complimentary consolation with you, I will be asking you many question’s so that I can get a good sense and picture of who you are,
where you are now and where you want to go. I ask about your goals and concerns for your future. I take inventory of your strengths, assets, skills. I
ask about areas you want and need improvement on, debts, cash flow, what if scenarios, who is part of your professional team of teachers, advisors,
mentors if any, now. All this becomes part of what I call your Tool Box and helps me in helping you get a clearer picture of your life’s purpose and clarity
of your goals. Just this step alone gives us such a great sense of grounding, calmness and peace in knowing where I am and where I want to go, a Why, a
Vision.
Then we develop a Plan to get there. I call it” The work”, because it is. No one likes more work but if it were so easy everyone would be financially free,
abundant in all areas, have the best relationships, no addictions, following their bliss, and traveling the world, living the life of their dream as the rock star
of their own Stage. This is all possible but it takes work and planning. Education is Power.
After I gather all this information I analysis it and come back to you with my ideas and concepts,. I will give my perspective from my point of view based on
my life’s education. I will explain my approach and steps to take for your consideration.
It is at this time you need to make some decisions and where I explain how I get paid for my services.
1. I could earn a commission from the various products I may recommend to you to implement your plan, to list all of them is pointless at this stage and
would be putting the cart before the horse. However, I make this simple promise to you. I will and have to give you full disclosure before you invest, buy
or subscribe to any product or service I represent. So you will know up front what the cost, price, fee is BEFORE you ever buy, invest a dime. It’s not
only the law, it’s my law and the way it should be for all of us. To do business. I really try to show people ways to help make their income go further by
buying more for less. I will show you how to organize and build your financial house from the foundation up and not the other way around. My way might
be slower, more boring, not as sexy, but as I teach “we build a wall, one brick at a time”.
2. I will never put you in a situation where you feel like you are being pressured into making a decision. As a professional I do NOT work in this way.
It’s all about trust and building a relationship and that takes time. So if you need time to think about it, I say take it….. It’s your time. I value my time and
so should you. There is an old expression among us fishermen that says ‘Cut bait or fish” and so eventually even if it’s no, not now, Yes ….you will need
to “cut bait or fish”. I hope that helps and sets you at ease. I know it does me. My line of work is all about the time value of our assets. It’s important to
take the time we need and not waste the time we are given.
3. Referrals. If I do a good job for you, and I’m not pushy, a gentlemen and make this experience fun, simple, easy to do, you are going to refer me
to your friends, relatives, associates and that is the big prize and best way I get paid.
My dream is to make your dreams come true. That’s the way I am building my practice on a strong foundation….One brick at a time.
After we implement your plans we then need to stay in communication so that we can review the progress and make changes, if needed , to help get the
results we both want.
What I have experiences for myself is a more balanced lifestyle that promote wellness, good health with proper diet and exercise, more flexibility, the
experience of letting go ~ surrendering that which holds us back, a life purpose, inner happiness and joy, love of self, and peace of mind. I don’t believe
in financial security because I believe in peace of mind and when you have peace you no longer need money to give you security in your mind, you’ll have it
within the self , something we call self confidence in knowing HOW TO fish. We all have the power within us to do what I am going to share with you, it’
s just that we all need a little help and thank God because this creates a job, a career for me and I get paid. An exchange of value, something the schools
don’t really teach us, we have to learn the hard way unless you met someone like me.
Lao Tzu - "Give a Man a Fish, Feed Him for a Day. Teach a Man to Fish, Feed Him for a Lifetime"
What I do is help teach you how to fish, by showing you HOW TO unlock that power so that you can reach higher toward your own heart’s desire. I use
the Law of Opposites, Allowing and Attraction, to realize the power of this moment, how to read the compass of thinking with my heart and acting with my
mind. How to plan, preserve and ultimately distribute your estate, both before as well as after a death, save and invest for your goals and future concerns.
I know for me, I feel stronger; physically, emotionally, financially and spiritually. I feel driven as I wake up with passion for living every day, and know
what I need and want to do, one brick at a time builds my wall. I have better boundaries, healthier relationships, my creativity is soaring, I am more loving,
sensitive, and compassionate and feel my consecutiveness to The Universe. I am a better man today because I faced all my fears of yesterday and now
they have become my best friends in moving forward creating the future of my tomorrow, today. And this is what I want and hope for you. I want to be
your Life Encourager.
We are each responsible for your own LifePlan and the best gift of all I can share and teach is that of contribution. Live to Give. This is the essence of true
abundant living. This is what I love to do, my passion, my joy, what and why I love to get plugged in, tuned in and turned on to The Source of all power
and energy , it is what’s fun to me, exciting, adventurous, unknown, and meaningful and to be happy , which I believe is the KEY to life.
To schedule your complimentary consolation call me and together we can make each other’s dreams come true as mine
is to make yours a reality, for you. 201-787-2722
DISCLOSURES
Only securities offered through Wall Street Financial Group, Inc (WSFG), Member FINRA/SIPC. Lifeplan Financial and companies with websites listed
herein are separate entities, individually owned and operated. WSFG may only transact business in those states and international jurisdictions where we are
registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in
international jurisdictions where WSFG and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or
licensing requirements. Securities services may not be provided to individuals residing in any states other than FL, NJ, NY, NC, PA, and VA. Insurance
services may not be provided to individuals residing in any states other than NC, NJ and PA. Health and other non-variable insurance products are not
offered through WSFG. Information provided should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. Guarantees
offered on insurance products are backed by the claims paying ability of the Insurance Company. Features may have costs or requirements associated with
them WSFG did not assist in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not
guaranteed. Opinions expressed are those of the author and are not necessarily those of WSFG. The material has been prepared or is distributed solely for
informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. WSFG is not
responsible for information contained in websites or literature referenced herein. WSFG, Lifeplan Financial, and companies with websites listed herein are
separate entities, individually owned and operated.
give you as to WHY ME is that I have walked my talk. I am unique in what I can offer. I have worked hard and smart at every goal I set and
accomplished. I have experienced success on many levels, yet more importantly I have experienced failure and loss. That might not be what you want to
hear from a potential teacher/advisor you might be considering in using his services. I can tell you this truth about me: It has been during those times of
loss, pain, struggle, failure, that I have grown the most and become a better man, friend, partner, dad, and thus a teacher and advisor. From my vantage
point THIS IS the real WHY, someone should consider my services. I have the lumps, scraps and cuts as my real credentials. I know what it’s like and I
have become more flexible, with the ability to change, the courage to pick yourself up, how to overcome overwhelm, and keep moving forward. In three
specific areas of life: Financial, Physical, and Spiritual. What I call The Wellness and Balance of your overall LifePlan.
• Financial. I graduated from The College for Financial Planning in Denver, Colo. I received the CFP designation. I no longer display that
designation, nor am I a part of their society, by choice. I am proud to follow their code of ethics and my commitment to my financial principals and
concepts. I have been in business since 1985 DBA LifePlan Financial Services. I am a registered representative of Wall Street Financial Group, Inc.
• Physical. I am a certified martial arts instructor after over 19 years of training. Today I am a Yon Dan 4th degree Black Belt in the style of
Isshin Ryu Karate. I don’t say that to impress you I say it to impress upon you my dedication to something I believe in and the importance of
stick-to-it-tive-ness . I have now developed my own form using those roots, which I call Ing Chi, which is more about moving the energy of one’s
inner spirit, connecting to your higher self, for meditative oneness, to prompt wellness in self and others and less about defending ones stance. I am a man
of peace but I will fight if I have to defend, my country, family, friends and my principals. This training has a wakened me, opened my sprite to realize my
connectives to The Universe at large. I exercise daily and believe it is a way of life.
• Spiritual. Ever since I was young boy, I could feel people’s emotions as loud as if they were talking to me. This has been a true gift and one that I
am only now realizing it awesomeness. It has helped me understand more about my own humility, gratitude, appreciation, forgiveness, patience, trust and to
believe in my intuition. I understand its divine power as I allow myself to be a conduit/facilitator in which The Universal Energy can flow through me and
thus help bring the wellness and balance of your overall LifePlan. . In addition trusting and believing in my intuition, in which we all have and how this can
promote the art of communication, which is key to any relationship.
What I have accomplished happened because I unlocked the conflict and unleashed the power of my own uniqueness within and I know you have this
same ability. You simply need to be made aware of it. When you peel back the onion to its core you come to realize that we all want the same: To be
loved, valued and appreciated for whom we are, to be happy. We want the financial means in place to provide the income we are going to need to replace
when we decide to slow down from our current predominate working lifestyle and transition into a slower more relax full teaching lifestyle. And this takes
planning to do.
People don’t plan to fail…They fail to plan
During my complimentary consolation with you, I will be asking you many question’s so that I can get a good sense and picture of who you are,
where you are now and where you want to go. I ask about your goals and concerns for your future. I take inventory of your strengths, assets, skills. I
ask about areas you want and need improvement on, debts, cash flow, what if scenarios, who is part of your professional team of teachers, advisors,
mentors if any, now. All this becomes part of what I call your Tool Box and helps me in helping you get a clearer picture of your life’s purpose and clarity
of your goals. Just this step alone gives us such a great sense of grounding, calmness and peace in knowing where I am and where I want to go, a Why, a
Vision.
Then we develop a Plan to get there. I call it” The work”, because it is. No one likes more work but if it were so easy everyone would be financially free,
abundant in all areas, have the best relationships, no addictions, following their bliss, and traveling the world, living the life of their dream as the rock star
of their own Stage. This is all possible but it takes work and planning. Education is Power.
After I gather all this information I analysis it and come back to you with my ideas and concepts,. I will give my perspective from my point of view based on
my life’s education. I will explain my approach and steps to take for your consideration.
It is at this time you need to make some decisions and where I explain how I get paid for my services.
1. I could earn a commission from the various products I may recommend to you to implement your plan, to list all of them is pointless at this stage and
would be putting the cart before the horse. However, I make this simple promise to you. I will and have to give you full disclosure before you invest, buy
or subscribe to any product or service I represent. So you will know up front what the cost, price, fee is BEFORE you ever buy, invest a dime. It’s not
only the law, it’s my law and the way it should be for all of us. To do business. I really try to show people ways to help make their income go further by
buying more for less. I will show you how to organize and build your financial house from the foundation up and not the other way around. My way might
be slower, more boring, not as sexy, but as I teach “we build a wall, one brick at a time”.
2. I will never put you in a situation where you feel like you are being pressured into making a decision. As a professional I do NOT work in this way.
It’s all about trust and building a relationship and that takes time. So if you need time to think about it, I say take it….. It’s your time. I value my time and
so should you. There is an old expression among us fishermen that says ‘Cut bait or fish” and so eventually even if it’s no, not now, Yes ….you will need
to “cut bait or fish”. I hope that helps and sets you at ease. I know it does me. My line of work is all about the time value of our assets. It’s important to
take the time we need and not waste the time we are given.
3. Referrals. If I do a good job for you, and I’m not pushy, a gentlemen and make this experience fun, simple, easy to do, you are going to refer me
to your friends, relatives, associates and that is the big prize and best way I get paid.
My dream is to make your dreams come true. That’s the way I am building my practice on a strong foundation….One brick at a time.
After we implement your plans we then need to stay in communication so that we can review the progress and make changes, if needed , to help get the
results we both want.
What I have experiences for myself is a more balanced lifestyle that promote wellness, good health with proper diet and exercise, more flexibility, the
experience of letting go ~ surrendering that which holds us back, a life purpose, inner happiness and joy, love of self, and peace of mind. I don’t believe
in financial security because I believe in peace of mind and when you have peace you no longer need money to give you security in your mind, you’ll have it
within the self , something we call self confidence in knowing HOW TO fish. We all have the power within us to do what I am going to share with you, it’
s just that we all need a little help and thank God because this creates a job, a career for me and I get paid. An exchange of value, something the schools
don’t really teach us, we have to learn the hard way unless you met someone like me.
Lao Tzu - "Give a Man a Fish, Feed Him for a Day. Teach a Man to Fish, Feed Him for a Lifetime"
What I do is help teach you how to fish, by showing you HOW TO unlock that power so that you can reach higher toward your own heart’s desire. I use
the Law of Opposites, Allowing and Attraction, to realize the power of this moment, how to read the compass of thinking with my heart and acting with my
mind. How to plan, preserve and ultimately distribute your estate, both before as well as after a death, save and invest for your goals and future concerns.
I know for me, I feel stronger; physically, emotionally, financially and spiritually. I feel driven as I wake up with passion for living every day, and know
what I need and want to do, one brick at a time builds my wall. I have better boundaries, healthier relationships, my creativity is soaring, I am more loving,
sensitive, and compassionate and feel my consecutiveness to The Universe. I am a better man today because I faced all my fears of yesterday and now
they have become my best friends in moving forward creating the future of my tomorrow, today. And this is what I want and hope for you. I want to be
your Life Encourager.
We are each responsible for your own LifePlan and the best gift of all I can share and teach is that of contribution. Live to Give. This is the essence of true
abundant living. This is what I love to do, my passion, my joy, what and why I love to get plugged in, tuned in and turned on to The Source of all power
and energy , it is what’s fun to me, exciting, adventurous, unknown, and meaningful and to be happy , which I believe is the KEY to life.
To schedule your complimentary consolation call me and together we can make each other’s dreams come true as mine
is to make yours a reality, for you. 201-787-2722
DISCLOSURES
Only securities offered through Wall Street Financial Group, Inc (WSFG), Member FINRA/SIPC. Lifeplan Financial and companies with websites listed
herein are separate entities, individually owned and operated. WSFG may only transact business in those states and international jurisdictions where we are
registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in
international jurisdictions where WSFG and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or
licensing requirements. Securities services may not be provided to individuals residing in any states other than FL, NJ, NY, NC, PA, and VA. Insurance
services may not be provided to individuals residing in any states other than NC, NJ and PA. Health and other non-variable insurance products are not
offered through WSFG. Information provided should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. Guarantees
offered on insurance products are backed by the claims paying ability of the Insurance Company. Features may have costs or requirements associated with
them WSFG did not assist in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not
guaranteed. Opinions expressed are those of the author and are not necessarily those of WSFG. The material has been prepared or is distributed solely for
informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. WSFG is not
responsible for information contained in websites or literature referenced herein. WSFG, Lifeplan Financial, and companies with websites listed herein are
separate entities, individually owned and operated.