YOUR PERSONAL FINANCIAL CONSULTANT

Your family’s "CFO" & Financial Consultant

  • When you want a go-to person for consistent and reliable advice with a broader scope of your financial wellbeing.

  • For individuals and families with medium to complex financial needs

    Fee-Based, Comprehensive, & On-Going Financial Planning
    **Because we offer the highest quality of care for your financial needs, this service is subject to availability. Space is very limited.**

Next Level Service

Fee-Based = Transparency
Know how much you're paying, what you're paying for, and who you're paying it to.

Yearly fee includes...

  • Access to your personal Financial Planner on call  - Questions, Quotes, Analytics, Updates, Etc. 

  • Comprehensive planning in the 6 key areas 

  • Access to tax planning and tax returns though our network of strategic alliances

  • Annual, bi-annual, or quarterly updates and assessments (in person or teleconference and depending on your needs.)

Personal Financial Website and Technology Portal 

  • Upload and store financial and legal documents securely in the cloud for easy access

  • Live Real-Time account sync to all relevant accounts and financial institutions

  • Budgeting and Cashflow software (similar to mint.com) 

  • Access to comprehensive and detailed reports for use whenever, updated daily based on your activity--balance sheet, net worth, cashflow, income, investments, insurance, etc. 

  • Ongoing investment account strategies and oversight 

  • Insurance reviews and recommendations

Personal Financial Website and Technology Portal ​

  • Upload and store financial and legal documents securely in the cloud for easy access

  • Live Real-Time account sync to all relevant accounts and financial institutions

  • Budgeting and Cashflow software (similar to mint.com) 

  • Access to comprehensive and detailed reports for use whenever, updated daily based on your activity--balance sheet, net worth, cashflow, income, investments, insurance, etc. 

  • Ongoing investment account strategies and oversight 

  • Insurance reviews and recommendations

CONNECT WITH US

Get a response within 24 hours.

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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