• Jonathan Vogel

The financial services industry seems to be lacking something criticial

If you have ever taken a close look at the work and services our industry offers, then there are probably some things you’re skeptical about.

Frankly, I am too.

Unfortunately, the industry tends to have a reputation for…

  • flashy salespeople over-promising and under-delivering

  • recommending products that might not be suitable 

Or here’s the biggie… Poor customer service.

And people deserve better than that.

So I’d like to introduce you to Trailblazer Financial Planning. We aim to provide our clients with a better experience and we’ve designed a business model that offers you the answers to those problems.

We’ve asked our clients has the most merit, value and relevance when serving you and businesses. And we have crafted Trailblazer Financial Planning around those responses.  

So what makes us different?

A lot. One thing in particular is that we can serve many but we choose to serve a few. 

The only way we that we can deliver on our promises is to make less of them, but to more of the right people.

We don’t want to be a mile wide and an inch deep and for that reason, we are limiting the number of clients we will take in our core programs.

We’d love to take an opportunity to see if what we do is a fit for you.

Oh, and don’t feel like you need to be wealthy to have a financial advisor. That’s a myth. We love to serve working-class people and entrepreneurs.

So, with that said…

If you want to get moving on some aspect of your finances or just a review of where you or your business is at, then let’s connect for a short and complimentary consultation.

Check out our services and book a call below or just reply to this email. 

If we're not a fit for one another or if you're in a good position elsewhere, we’ll tell you. It’s our promise.

I look forward to talking. 



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.

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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.

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