Financial Services

Financial Needs Analysis

Financial planning and financial peace of mind starts with a Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that we serve. We believe that no family should be left behind.

Financial Planning Conferences

It takes planning and effort in order to achieve anything in life. Whether you are going back to school to acquire new skills, getting into better physical shape or working toward your financial goals, you’re going to need determination and a proven method if you are going to succeed. We can help you make a successful game plan and give you the tools to go after it. We have one-on-one and small group financial planning conferences on a weekly basis via video conferencing. We believe that financial independence is not an accident–it’s a planned event!

Debt Management

Discover strategies for paying off credit cards and loans in the quickest and most efficient manner possible.

Education Funding

Estimate the actual costs for sending your child to a specific school and find out how to fund your child’s education

Insurance

We have licensed financial professionals on staff operating as broker-dealers. Whether you are looking for a term, whole life, Universal Life, Mortgage Protection, or Final expense, we can find the best solution through our numerous financial institutions.

Home Mortgage

We leverage our partners who are direct lenders to assist you on your mortgage needs. Whether you are purchasing your first home, refinancing, or getting a second mortgage, we are here to help.