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An Overview of Our Services
College Funding: We work with college-bound students and their parents to find ways of making college affordable for the family. We help them find and apply for little-known grants, scholarships, endowments, work-study programs and more. We also pair students with colleges well-suited to their interests, offering the best financial aid programs, and negotiate tuition prices on the student's behalf.
Investments: First-time and well seasoned investors alike are all welcome at The Small Business Doctor. We speak with people plainly, in terms everyone can easily understand. Together, we make a detailed assessment of their present situation, future plans and comfort level with risk. Only afterward, when we clearly understand the person's needs, can we present them with suitable investment options. For more information on our Investment services, please visit our sister site: DoctorOfFinancialServices.com.
Equity Acceleration: Using sound financial principles, we teach people how to pay off their mortgages years early, saving thousands in interest payments. Instead of being wasted, the dollars saved by this program can then be used to build wealth and long-term security.
Looking for Tax and Accounting Services? You've Found Them!
Insurance: Our licensed agents offer Health, Life, Disability and Long Term Care policies for the security of individuals, families and businesses.
Retirement Rollovers: Retirement plans can seem like a confusing mess. They don't have to be. We teach people how to understand and evaluate their plans, as well as assist them through Retirement Rollovers.
Elder Law: We work with pre-retirees, retired seniors and their financial advocates. Our goal in every case is to minimize expenses and maximize retirement income. We explain Social Security choices and run long-term income projections so people can make informed retirement decisions. We also evaluate any assets, IRA's, insurance, etc. to determine whether legally repositioning assets can minimize the cost of a Medicaid spend-down. If so, we can assist in these matters.
Burial Trusts: Pre-paid burial expenses are a gift to a grieving family. By making final arrangements in advance, our clients are able to make decisions for themselves that ensure their wishes will be met; and to relieve future emotional and financial stress from their loved ones.
Do you have a financial question? Contact Ken May at 888-414-6400 today!
Financial Advocacy: The #1 thing anyone can do to protect themselves, their family and their future is to put their financial house in order. That's easier said than done, because many people take financial advice from well-meaning, but possibly misguided folks. Without understanding the entire financial picture, cookie-cutter advice from anyone is not helpful. Every person, every family, every business has unique financial needs.
* The investment that grew for cousin Arthur may be a costly tax burden for you.
* The insurance policy with all the bells and whistles may indeed be excellent, but it's still a waste of money if you're paying for more coverage than you need.
* While your neighbor was delighted to retire at 62, it may save you a LOT of money to wait just a bit longer to leave the workforce.
That's why we work closely with our clients' other advisors.
Most people take financial advice from several people who have no contact with one another. You may have an accountant, a tax preparer, an insurance agent and a lawyer all giving you financial advice, yet these people never talk to each other. WHY?
As Financial Advocates, our job is to coordinate ALL areas for your financial well being. We look at your complete financial picture--not just the insurance, just the taxes or just the company retirement plan. Only by looking at the big picture can we help you gain an accurate perspective of your current net worth. That's our starting point. From there we listen, we take your fears seriously, we show you how to outline your goals and together we put them into action.
Our only goal is to put your financial house in order. Whatever it takes. If that means meeting with your lawyer and insurance agent, we're more than happy to do it.
May I be of assistance?
Call Ken May, your Financial Advisor
at 888-414-6400 today! |
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