What's The D.E.A.L.?
We help you D.E.A.L. with money in real life by understanding who you are, where you're at, and what's important.
Decision - I have to make a choice and can't decide!
Do I buy or rent? Retire now or later? Take the pension or the cash value? Pay down my debts or invest? We help you determine what the best course of action is in a way you can understand!
Education - I need someone to teach me!
Where did you learn about money? investments? insurance? taxes? We make sure you know all about you, your money, and the financial services industry!
Advice - I need someone I can trust to guide me!
Am I being told what to do or sold a product? Advice is about making a financial choice that right for you. We work with you to get to that point, not work you towards a sale!
Life - I need help in dealing with events in my life!
Getting married? Retiring? Buying a home? Loss of a loved one? Your life is full of exciting changes and difficult challenges. We help you assess the impact of life events, lower stress, and improve outcomes!