How We Serve You

Debt Management

LET'S TALK about how to get out of debt and maintain a good credit rating.

The questions...

 - Why should I be concerned about my credit score?

 - How much debt can I carry without having a negative net worth?

 - How can I pay off all my debt in 9 years or less?

 

Schedule a Debt Management Consultation and we'll make sure you get the answer to each of those questions including the answers to some you don't even know to ask. Click on 'Booking' in the Menu and let's connect.

Retirement Planning

LET'S TALK about how to retire tax free and have more than enough money to last a lifetime.

The questions...

 - When should you start saving?

 - How much will you need to save each month?

 - How much should you save in total?

 - Where should you put this money for safe keeping?

Schedule a Retirement Planning Consultation and we'll make sure you get the answer to each of those questions including the answers to some you don't even know to ask. Click on 'Booking' in the Menu and let's connect.

Education Expense Savings

LET'S TALK about when to start saving and how much you'll need to send them off to college.

The questions...

 - How do we get access to scholarship money?

 - Is a 529 the best way to save for education expenses?

 - What is my child decides not to got to college?

Schedule an Education Expense Savings Consultation and we'll make sure you get the answer to each of those questions including the answers to some you don't even know to ask. Click on 'Booking' in the Menu and let's connect.

Estate Planning

LET'S TALK about your legacy and how to ensure your family is able to care for all of your final expenses.

The questions...

 - Do I really have to pay taxes after I die?

 - How can I create a legacy of wealth for my family?

 - Is a trust necessary?

 - How much life insurance should I have to cover expenses when I die?

 - What are the LIVING BENEFITS of Life Insurance?

Schedule a Estate Planning Consultation and we'll make sure you get the answer to each of those questions including the answers to some you don't even know to ask. Click on 'Booking' in the Menu and let's connect.

Asset Protection

LET'S TALK about how to protect your assets while you're still alive.

The questions...

 - Isn't the Insurance I pay through my Mortgage company enough?

 - What is Auto Loan Insurance?

 - I already have property and casualty insurance. Isn't that enough?

Schedule an Asset Protection Consultation and we'll make sure you get the answer to each of those questions including the answers to some you don't even know to ask. Click on 'Booking' in the Menu and let's connect.