TRAILBLAZER 
SERVICES

Improving & Protecting Your Quality of Life

KICK START PROGRAM

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Individuals and families looking to start or revise their current plans 

  • Financial Snap Shot

  • Foundational Strategies 

  • Investing and Insurance 

  • Debt Solutions 

PERSONAL FINANCIAL CONSULTANT

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For Individuals and Families who ​want consistent and comprehensive service 

  • Comprehensive and Holistic Planning

  • Fee-Based & Fiduciary Standard of Care

  • On-Going Advice, Guidance and Reporting

  • Next Level Service  

MEDICAL AND PHARMACEUTICAL
SALES REPS

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Proprietary financial solutions specifically for your profession, crafted by Trailblazer Financial

Looking for something specific?

  • Insurance: Life, Disability Income, Long-Term Care 

  • 401(k)/403(b) Rollovers / Set Ups

  • IRA Transfers / Reviews 

  • College Savings Plans

  • General Questions 

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NEEDS BASED

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BUSINESS SERVICES

On-Going Consultation and Support 

  • Benefits - Retirement Plans, Group Elective Benefits, & Employee Compensation 

  • CPA services and tax planning through our network of strategic alliances

  • Employee / Team Education

  • Retention Strategies

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