Financial Advising Services

Every journey begins with guidance, and we are pleased to serve as key advisors on your upcoming financial voyage.

401k Online Training™ Web-Based Workshop
We are in a severe national recession, and your 401k is declining. You’re fearful, anxious, and worried about what to do and where to turn for reliable 401k advice. We understand this and are ready to address your specific concerns. During the SHINE Training, we will educate you on all aspects of the 401k account and give you specific tips to protect your 401k during the current downturn. You will discover how to maximize your company matching program, minimize stock market risk, and take back your future…Contact us to learn more.

SHINE Session™ Real-Time Advising
Urgent questions, instant answers. You meet for two hours with a CERTIFIED FINANCIAL PLANNER™ professional, set your own agenda, and take home specific action items. Ask important questions and receive immediate answers…Contact us to learn more.

Map the Course™ Investment Planning
You have a vision for an ideal future – freedom to do all the things that you don’t have the time or money to do now. But how do you pursue that vision? Your child’s college fund isn’t where it should be, Social Security alone won’t support your golden years, and self-directed retirement planning has replaced traditional pensions. Nowadays, careful investment analysis is critical…Contact us to learn more.

Swab the Deck™ Credit Analysis & Repair
Home mortgage. Car loan. Employment. Insurance. Your ability to obtain all of these financial goals is directly dependent upon your credit history. Do you even know what your credit scores are? Well, it’s time to obtain, analyze, and repair your credit reports and to finally take control of your financial future…Contact us to learn more.