Financial Services

Following is a list of our complimentary financial services.  Simply e-mail jenn@thedivacenter.com with the services you would like to take advantage of and we will e-mail or call you with the next steps.

Financial Freedom Plan
Development of a plan that will provide you with a financial roadmap to achieve your goals, ways you might “find money” to invest towards retirement without having to reduce your current standard of living, and what savings vehicles will help you maximize your  tax-free income at retirement.

Personalized Retirement Ready Or Not Report
Find out what rate of return would be required for you to achieve your retirement goals, how long you would have to work to achieve your retirement goals, how much less you would have to spend in retirement to make your money last and how much more you need to save to achieve your retirement goals.

Personalized Maximum Efficient Contract Illustration
See the power of compound interest, tax free withdrawals and a bonus death benefit!  This is a great conservative parking place for your money that you can easily access and leverage into opportunities that have higher rates of return (i.e. real estate, business, etc.)

Life Insurance Analysis
An analysis of current life insurance to see if changes are warranted and beneficial and/or an analysis to determine if life insurance is needed (how much & what type).

Real Estate Investing Education
Model what the top 1% wealthy do!  Learn about the nation’s premier real estate investing education company that can help you learn over 30 real estate strategies such as wholesaling, fix & flips, rehabbing, buy and hold, lease options, subject to, short sales, creative acquisitions, pre-foreclosures, foreclosures, etc.

Mortgage Planning & Analysis
Development of a plan that will ensure your property is paid off as quickly as possible, your loan is at the most competitive rate and structured according to your time horizon and risk tolerance.

Investment Portfolio Review
An analysis of your current portfolio which would include asset class, risk exposure, income generated and available, tax reduction opportunities and more.

Individual/Group Health Insurance
A customized proposal of health insurance options available to you based on your health, needs, etc.

Disability Insurance
A customized proposal of disability insurance options available to you based on your health, needs, etc.

Tax Reduction Planning
Recommendations on changes to reduce current income taxes and/or legal and tax strategies that may be available to you.

College Planning
Get educated on the College Financial Aid System and learn the rules that can save you thousands of dollars off the cost of college.

P&C Insurance Analysis
An analysis to determine if you have competitive coverage on your home, auto, umbrella policy, rental dwelling, business insurance, etc.

Alternative Investment Recommendations
Options available to you when it comes to REITs, Equipment Leasing Trusts, Collateralized Notes, Energy-Oil & Gas, etc.

Income Planning
The creation of a long-term income stream through the division of assets into income producing and growth segments.  Designed to maximize current income while ensuring there will be enough and you won’t run out.

Estate Planning
The development of a plan to reduce or eliminate estate taxes and facilitate the transfer of assets to heirs and avoid pitfalls of estate transfer.

Long-Term Care Analysis
An analysis to determine if Long-Term Care Insurance (either through traditional or “asset based” programs) is appropriate.