Our Services
Six Steps to Financial Freedom
1. Increase Cash Flow
Earn Additional Income and manage expenses
Saving money becomes less of a struggle when you have the right tools on hand. A budget can help you manage your finances on the go and track your spending.2. Debt Management
Consolidate, Manage, and Eliminate your debt
We help you plan around debt management. Prioritize what debt you should pay first. Don’t let debt take over your entire financial life.3. Emergency Fund
Save three-to-six months of your monthly income
Emergency funds are there to help you prepare for emergencies before they happen. Instead of something happening, and then you try to save money to pay for it, you have the money already available. An emergency fund is important because you never know when you’ll need it.4. Proper Protection
Protect against loss of family income and assets The most important part of preparing for the future is protecting it. We help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. You need products that can help them protect the life they’ve built.
5. Asset Accumulation
Outpace Inflation, Minimize Taxation, Money Management
Increase in financial assets held through earnings, savings and investment returns. Learn how to pay less in taxes. Learn how to grow your money and pay less in taxes through basic financial concepts. Learn how to pay less in taxes.6. Estate Preservation
Build a legacy by minimizing Estate taxes
Make a plan for how your assets will be distributed upon your death or incapacitation. Through estate planning, you can ensure your assets are given to the people and organizations you care about and also take steps to minimize the impact of taxes and other costs on your estate. Start planning your estate today!Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
Insurance Protection
The most important part of preparing for the future is protecting it. We help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. You need products that can help them protect the life they’ve built.
Retirement Strategies
A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.
College Funding
Whether preparing to send the first – or fifth – child to college, many families can benefit from the help of a financial professional.
Legacy Strategies
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. We help clients to be aware of this risk. You need a financial professional who can work with your attorney and tax professional in funding legacy strategies that can include life insurance products.
Long-Term Care
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Business Solutions
Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.
Providers
We help many of the industry’s top financial services and insurance companies bring their products to families throughout North America.
