Serving Entrepreneurs and Business Leaders is a passion of ours.

We understand the challenges you face because we are business leaders and entrepreneurs ourselves. 

Our aim is to create efficient, valuable, and effective financial solutions for your team and your business needs.


We are happy to work with your existing infrastructure or help you create a plan from the ground up.

Group Retirement Plans
401(k), SIMPLE & SEP IRAs - set-up, service, or review of current plans.

Employee and Group Benefits
Life, Long Term Disability, and Health Supplements

Leadership retention, incentive, and compensation strategies
Learn how to incentivize and retain valued leaders in your organization using creative methods and financial tools. 

Key-Man Insurance

How to help insure your business against financial hardship if a key employee becomes disabled or passes away.

Business Transition Planning
Find valuable, tax efficient, and optimal ways to buy into, or sell out of a business. 

Buy - Sell Planning/Funding
Creating a plan to help protect you and your business against financial hardship if a partner or owner becomes disabled or passes away.

Deferred Compensation or Cash Balance Plans
If you're happy with your retirement plan but want to maximize what you’re putting back for yourself and your team.

Employee Education and Engagement

Educate your team on the value of the benefits your company provides as well as give them the tools and resources to create financial wellness for them themselves and their families. 


Get a response within 24 hours.


2 20th Street North, Suite 1500 Birmingham, AL 35203

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Trailblazer Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Jon Vogel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC.

We are licensed to sell securities in GA, AL, CO.  We are licensed to sell insurance in GA, AL & CO.

Supervisory Office: 1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338  Phone: 770.551.3400

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