Start Your Journey Toward Financial Freedom

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Our Financial Solutions

Get Out of Debt

Save for Retirement

We run an analysis on your debt, called Debt Stacking, which finds the ideal order to pay off your debt as quickly as possible and to save the most on interest expense.

Save for Retirement

We offer a variety of investment programs.

- Individuals: Roth IRAs, Traditional IRAs, Solo 401(k), Annuities, Educational Savings Plans

- Businesses: 401(k) Programs, SIMPLE IRAs, SEP IRAs, 457s & 403(b) Programs

Save on Insurance

Get a FREE analysis on your homeowners, auto, life, and business insurance policies

Other

Save on Insurance

Other financial products we offer include LegalShield, ID Theft Protection, Vivint Smart Home Systems and Rocket Mortgage Loans with Quicken Loans

Revolutionary Financial Tool to Find Your Solution

In such a busy world we live in, many families don’t take the time to review their financial situation that could result in financial ruin down the road. At Christine Wasner, Investment Adviser Representative, we have a revolutionary tool, called BDollar$mart, where in less than 5 minutes people can find a handful of ways to fix their finances so that even for the busiest person out there can squeeze in the short amount of time to get quick life-changing results.