20% OFF COLLEGE PLANNING SERVICES!

From August to September 2019!

When it comes to planning and preparing for college, this is the most stressful time of year for many parents.  Students need to

  1. Sign up and take SAT/ACT
  2. Focus on getting recommendations for college
  3. Choosing colleges to apply to
  4. Submitting applications

Call us today to find out more about how we can help alleviate a gazillion tons of pressure from your family’s shoulders today!  Also see the college preparation & tuition strategy tab!

  • “The price of an education should never be a burden”
  • Don’t pay more for college than you should!
  • Learn more about Career + Major = College formula!
  • Don’t get caught off guard by the rising cost.  Act today and save!
CONTACT US NOW!

20% OFF THE RAPID RETIRE PLANNING PROCESS!

Until December 31st, 2019!

Want to retire 7 to 10 years sooner than you think possible!  Rapid Retire is your answer.  For a limited time We’re offering 20% off the normal enrollment fee.  Mention the website for the discount in your initial consultation and save!

Rapid solves the following problems.  If you’re facing one of them, CALL TODAY!

  • The American savings rate is less than 2%!
  • Most retiree’s are force into retirement for reasons they can’t control!
  • 1 out of 3 people have no retirement savings at all!
  • Many people are unware of the appropriate level of risk to take & have no risk mitigation system in place!
  • Families pay more for education than they should due to not having a solid college admissions & college funding game plan!
  • Many families only have one year of tuition saved at best!
CONTACT US NOW!

REFER A FRIEND, GET A DISCOUNT!

From July to September 2019!

Do you have friends that are concerned about their financial future but don’t know where to turn?  There have been many times that clients come on board only to find out their friends have been clients for years.

Their initial responses is “Wow! We didn’t know they worked with you! How come they didn’t tell us?”

We encourage you that once you’ve found your answer to freedom and happiness, please share.

We understand that not everyone is a good fit for our firm.  Have the opportunity to come to that conclusion on our own is a wonderful thing.

So be bold.  Tell your friends and family about us today and receive discounted services.  To find out what you could qualify for, CALL US TODAY!

  • Many people don’t know where to turn for solid Fiduciary advice
  • 3% of all retires have enough saved to last their life expectancy
  • Lack of trust is a major factor that prevent people from seeking guidance
CONTACT US NOW!

Contact Us Today!

Initial Consultation Is Free!