Our Services

Debt Reduction

Debt is the strangle hold of life today! Debt is the difference between living your life or just surviving day to day. Mortgage interest is the type of debt that is good for the bank and not good for the home owner. The time is now for you to think like a bank and manage your money in a way that favors you. Learn how to pay-off your mortgage in as little as 1/2 to 1/3 of the time! (Example: A 30 year mortgage can be paid off in as little as 8 - 10 years.) Why pay the bank all of that extra interest when you don’t have to! If you have a home loan, a car loan, a student loan or just credit cards, we can help you get out of debt quicker than you think. We then show you how to turn your debt into wealth!

Family Protection Planning

What level is your love for your family? Have you ever heard of paying yourself first? That’s what family protection planning is all about. Protecting people is way more important than protecting things! We offer income protection, mortgage protection, cancer, stroke, heart attack protection, accident protection and more! If all of your family protection is through your work, ask yourself, “What happens if I leave work or work leaves me”? Then what do I have? The answer is “NOTHING”! You cannot guarantee what your health will be like tomorrow. No one is promised tomorrow. Protect your family today!

College Expense Funding

With the rise in the cost of attending college going up year after year, it is more important than ever to be prepared when that time of high school graduation is at your doorstep. College tuition is one expense. What about the expense of supporting your student throughout the years of attending college. Let us put you in a plan today that will allow you to access funds, tax free, to support the needs of your student. Financial planning for your child’s future is priceless!

Investing is a desire for most people. There are many forms of investment to choose from. Knowing what to invest in is the big question. Knowing when to invest is an even bigger question. We work to find the many options that are available today so you can then make a sound decision on where you want to put your money. Knowledge is golden, lack of knowledge is costly. Money doesn’t come with instructions!

It is never too early to start planning for your retirement. The reward for working hard in your young years should be living in comfort in your golden years. Do you know all of the rules of your retirement? Most people don’t. We can help you understand the varies plans. Whether you want to put a plan in place today, or weather you are close to retirement or even if you have already retired, let us work with you so you can sleep comfortable at night knowing your financial future has been taken care of. You’ve worked hard for your money, now let your money work for you. Worse then being young and broke is being old and broke!

Owning a business is a joy in itself. Making that business a success is the pleasure of your hard work. Have you been so busy running your business that you have forgot about the most important person in your business, YOU? What is your exit strategy? Business owners need to put something aside for their future and the future of their family. We can put you in a plan that will protect you now and secure you in the future.