TRAILBLAZER
SERVICES
Improving & Protecting Your Quality of Life
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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

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

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
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401(k)/403(b) Rollovers / Set Ups
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IRA Transfers / Reviews
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College Savings Plans
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General Questions

NEEDS BASED

BUSINESS SERVICES
On-Going Consultation and Support
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Benefits - Retirement Plans, Group Elective Benefits, & Employee Compensation
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CPA services and tax planning through our network of strategic alliances
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Employee / Team Education
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Retention Strategies

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