Financial Consulting Services
Starting at just $25.00 a month you keep your existing investment and insurance brokers but have a 3rd party help ensure you are taking the best course of action.
You will have access to the following resources!
- Retirement or Other Investment Review and Recommendations - We start with a investment profile to determine the risk you can take and then recommend the best strategy to meet your needs.
- Retirement Planning - Determine how much you need to invest and what to invest in to meet your retirement goals.
- Budgeting and Debt Management - Review your current spending, identify area's you can cut and help you structure a plan to eliminate debt.
- Life Insurance Review - Helping you determine the correct policy type and amount you need for you and your family.
- Home and Auto review - ensuring you have the proper coverage for your needs.
- Health Insurance - We can help you determine the best insurance plan for you and your family. There are a lot of options out there and it's quite confusing and very time consuming if you don't understand it all. Which few people do!
- And More - Simply call us with your needs and we will structure a plan to meet those needs.
If you ever wonder if you are making the right choices and want simple, unbiased advise this is a great program for you!