TRAILBLAZER 
SERVICES

Improving & Protecting Your Quality of Life

KICK START PROGRAM

Individuals and families looking to start or revise their current plans 

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  • Financial Snap Shot

  • Foundational Strategies 

  • Investing and Insurance 

  • Debt Solutions 

PERSONAL FINANCIAL CONSULTANT

For Individuals and Families who â€‹want consistent and comprehensive service 

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  • Comprehensive and Holistic Planning

  • Fee-Based & Fiduciary Standard of Care

  • On-Going Advice, Guidance and Reporting

  • Next Level Service  

MEDICAL AND PHARMACEUTICAL
SALES REPS

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

Looking for something specific?

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

  • 401(k)/403(b) Rollovers / Set Ups

  • IRA Transfers / Reviews 

  • College Savings Plans

  • General Questions 

NEEDS BASED

BUSINESS SERVICES

On-Going Consultation and Support 

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

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

  • Employee / Team Education

  • Retention Strategies

CONNECT WITH US

Get a response within 24 hours.

205.447.1199

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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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.

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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.

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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