THE P3 METHOD

PROACTIVE

With Trailblazer Financial Planning, we are an engaged and active participant in helping you create and realize your own unique vision.

We are consistently bringing awareness of opportunities, resources, and tweaks that can be made to help optimize your plan, while simultaneously working in the background so you can focus on your life. 

PLAN BASED

We are not sales people pushing products. 


We operate under a fiduciary standard of care in order to do what is congruent with your life and needs.

We believe that starts with a PLAN. 

We deliver you or your business a comprehensive and detailed plan, and any product or investment recommendations are based off of YOUR goals and metrics. Not ours. 

PARTNERSHIPS

We believe in working together. 

 

No person acting alone, can handle all of life’s complexity. We add value to your life by being a trusted partner you can offload the responsibility on to.

 

We'll do the heavy lifting.

You just tell us where you want to go, and we’ll show you how to get there. 

We believe that your worth is not in the promises you make, it’s in the promises you keep.


**For this reason we limit the clients we take on in our 3 core models. This helps us honor our promise to offer superior service and accurate results. 

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.

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.

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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