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Growth & Maintenance 

5+ Years In Business

Fueling the growth of your business while adding value to your team is a careful balance. We can help you find a way to have both.

SERVICES

  • On-going financial planning, support and advice (24-hour response time)

  • 24/7 access to up-to-date reports on key financial metrics through our technology portal & personal financial webpage (business and/or personal)

  • Help sourcing or outsourcing the CFFs (Critical Financial Functions)

  • Group Benefits & Health Insurance

  • Retirement Plans

  • Key Person or Employee retention or compensation programs

  • Help creating tax efficient financial strategies

  • Informative, educational and engaging workshops for your team

WE CAN DESIGN A PLAN TO HELP...

  • Maximize financial opportunities (personally and through the business)

  • Minimize exposure to liabilities

  • Attract and retain top talent

  • Build and sustain scalable financial practices

205.447.1199

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

Check the background of your financial professional on FINRA's BrokerCheck.

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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CRN202203-260836