Financial Planning

We have developed a four-stage consultation that will help you get your financial plan back on track for protecting your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

Financial Planning Consultation Overview

Personal Finance Consulting #1
  • For this session we will emphasize the importance of TVM. After this essential principal is understood, we will explore ways ones money can work for them, rather than it working for the bank.

Personal Finance Consulting #2
  • Here each client will create a financial plan outlining monthly expenses. They will analyze the positive and negatives; each outline will be reviewed and suggestions will be made for improvements. Clients will also be emailed a link with successful negotiation concepts, which will create a savings opportunity each month.

Personal Finance Consulting #3
  • For this module there will be multiple chances for extra funds to be earned. First we will analyze a list of updated banking bonus options and their respective reviews (up to $1,000). Next each client will choose a personal finance strategy for the next five years. The outline from Personal Finance Consulting #2 will be extended to a five year outline. Potential tax credits will be explored last, and each client will have access to a CPA who can advise on which tax credits fit which client outline.
​
Personal Finance Consulting #4
  • For the last session consulting services will be used to help each client actually file for the tax credits so they can really save money. In addition suggestions on the five year outline will be made with the hopes of creating additional wealth. A complete package of all covered material from session 1-4 will be emailed to each client for future reference.
Free consultation
Get a free consultation with a financial professional

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.