Financial Solutions

Services2019-01-07T02:10:49+00:00

Becoming Empowered

Cash-flow Renovation

Have you ever dealt with money and thought “I wish they taught us this in school”? We can help with building a realistic budget, understanding your emotions around money, and how to play the game in a way that confidently puts you on a path towards your measure of success.

  • Cash-flow Optimization

  • Budgeting & Bill Pay Ideas

  • Debt Elimination

  • Credit Improvement Tactics

  • Student Loan Repayment Strategies

Empower | əmˈpou(ə)r |  [with object and infinitive] give (someone) the authority or power to do something: nobody was empowered to sign checks on her behalf. [with object] make (someone) stronger and more confident, especially in controlling their life and claiming their rights: movements to empower the poor.

Becoming Satisfied

Wealth Formulation & Tax Management

Life is about more than just working for 40 years to retire and watch TV all day. Our clients want to have a family, buy a home, start business, travel, help their children financially and more. All of these things happen before retirement. We help provide strategies around saving to accomplish life goals. However, despite the best-laid plans things still happen. What if you can’t work? What if a loved one passes away? We help answer the questions that aren’t fun to talk about but ensure that you and your family should be ok in the long run.

  • Insurance Planning (Life, Disability, LTC)

  • Lifestyle & Goal Planning

  • Life Changes (Job, Marital, Familial, Etc…)

  • Tax Strategy

  • Asset Allocation & Risk Tolerance

  • Brokerage Accounts | Stocks | Bonds | Mutual Funds

Satisfy |sat-is-fahy | to fulfill the desires, expectations, needs, or demands of (a person, the mind, etc.); give full contentment to:

Becoming Celebrated

Retirement Design

What are you going to do when you “retire?” Most of our clients don’t imagine totally ceasing with employment or activities. They want to coach, consult, volunteer, travel and more. Regardless of changes in tax laws, the economy, or personal goals, we want our clients to have choices and options with their Retirement planning.

  • Retirement Income & Tax Planning

  • 401(k)s | IRAs | ROTH IRAs | Annuities
  • Beneficiary Review

  • Wills | Health Care Directives

Celebrated | \ˈse-lə-ˌbrāt | to honor (an occasion, such as a holiday) especially by solemn ceremonies or by refraining from ordinary business

Becoming Noteworthy

Business Strategies

Almost always the goal of starting a business is more than just the money. Business owners want independence, impact, and significance. We help our business owner clients develop their plans, protect themselves and employees, and plan for the future they dream of.

  • Money Management

  • Group Benefits (Disability, Life, Health)

  • Business & Key Person Insurance

  • Retirement Planning (401(k), SEP, SIMPLE, Profit Sharing Plans)

  • Business Succession Planning

Noteworthy | ˈnōtˌwərT͟Hē |  interesting, significant, or unusual:

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