Financial Services

- FINANCIAL NEEDS ANALYSIS

To help families better understand their personal finances, we recommend 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.

Who Could Benefit from an FNA?

  • Anyone with children
  • Anyone with debt
  • Anyone who plans to retire someday
  • Anyone who lacks a strategy for financial independence

Knowledge is Freedom. We can help!

Schedule your Complimentary FNA Appointment today.

- LEGAL PROTECTION PROGRAM

Wouldn't it be nice to consult an experienced lawyer whenever your family encounters a legal issue, major or minor?

With the Legal Protection Program you can get the advice you need, when you need it, at an affordable cost. Legal Protection gives you the advantages of having an attorney without the huge cost of hiring one the traditional way. Legal Protection Program can help you with:

  • Legal Consultation and Legal Assistance Services
  • Will Benefits
  • Directive to Physician/Living Will
  • Durable Power of Attorney
  • Probate Benefits
  • Motor Vehicle-Related Benefits
  • Trial Defense Benefits
  • IRS Audit Legal Services
  • All Other Legal Work

The wealthy have access to lawyers whenever they need them. You deserve to be protected, too.

Contact us now to get a Legal Protection program referral to suit your needs.

- DEBT SOLUTIONS

Do you have a written plan toward becoming debt free?

A Financial Representative can help you get a handle on monitoring your debt and allows you to create a plan towards eliminating it. For a low monthly cost, you can take control, use the information in your Equifax Credit Report™ to create a simple-to-understand plan for paying off your debt and provide the security of a $1 million in identity theft coverage.

No matter what your personal debt situation is, you can't afford to NOT be in the know:

  • Has anyone tried to steal your identity? How would you know?
  • Do you know your FICO® score?
  • Do you know your debt freedom date?
  • When in your adult life did you feel you had control of your credit score?

Are you ready to get on the road to debt freedom? A Financial Representative can assist you to plan the way.

Schedule your Complimentary FNA Appointment today.

Ask us about out our Credit Restoration Partnership Program!

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