We provide worldclass education AND AssiStance
Financial coaching
Our personal guidance and actionable strategies will propel you towards a future of success and financial freedom.
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Life Goals Financial Needs Analysis
Comprehensive assessment of your current financial standing.
Estate and legacy Planning
Comprehensive planning services ensure that your hard-earned assets are preserved to your wishes.
We will help you understand the process of creating:
*Last Will & Final Will and Testament
*Living Trust
*Medical and Financial Power of Attorney
*Health Care Surrogate Designation
*HIPAA Authorization
*Pet Trust (Optional)
Emergency Funds
Having 3-6 months of salary or expenses saved away, in the event of emergency, is critical to any financial strategy. We will assist you with identifying high-yield liquid accounts to store and grow your emergency funds.
Retirement Planning
Helping you identify your FIN or Financial Independence Number; the amount of funds needed to ensure you are financially secured for a long retirement. We'll educate you on the different types of retirement accounts that are available and best suited for your particular needs.
Retirement Account Rollovers
We initiate retirement account rollovers to consolidate and protect your retirement savings from market loss during your most vulnerable years and to provide a steady stream of income for a secure retirement. If you've recently switched jobs or careers, or if you're close to retirement, this applies to you.
*401Ks
*403Bs
*TSPs
*457s
*IRAs
Insurance Planning
We assist our clients with identifying the correct amount and type of insurance needed to protect their goals and strengthen their financial foundation.
*Term Life Insurance
*Indexed Universal Life Insurance (IUL)
*Whole Life Insurance (WL)
*Key Person Life Insurance
*Health Insurance
*Disability Insurance
*Long-Term Care Insurance
*Property & Casualty Insurance
*Homeowners Insurance
*Car Insurance
*Pet Insurance
*Worker's Compensation
*Business Owners
*General Liabilities
*Commercial Auto
Long-Term Care Planning
We will educate you on the average cost of care in your particular state and help you identify what your long-term care needs will likely be if you were to ever need care. We will also assist you with acquiring the proper long-term care plan for you or your loved ones.
College Planning
Identifying and understanding your college savings needs is crucial to the planning process. We will help you understand what the costs are for the particular institution and also educate you on various products that can be used to achieve this goal.
Small Business Support
We support small business owners all across the count with world-class support and services that meet their entrepreneurial needs.
*Business Needs Analysis
*Wealth Management
*Retirement Planning
*Insurance Planning
*Disability Planning
*Employer 401Ks
*Employee 401K Rollovers
*Business Succession Plans
*Business Insurance Plans
*Business Valuations
*Debt Reduction
*Tax Advantaged Strategies
Debt reduction strategies
We assist our clients with debt reduction, consolidation, & elimination.
*Credit Card Debt
*Personal Loans
*Medical Bills
*Deficiency Balances
*Collection Accounts
*Past Due Bills
*Financial Hardship
*Unpaid Taxes
*Unfiled Returns
*Wage Garnishments
*Bank Levies
*Tax Liens
*Federal & State Tax Issues
*Audit Representation