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