Layoff Series - Coming Soon - Please Read Below

We know that losing your job and income is not only emotionally upsetting but sends most people into an emotional place of unrest about their financial security. 

We are currently building out programs to not only help you understand your finances but to help you understand what the HR Department is not legally allowed to instruct you on.  These could be health care options, alternative income options, government help and assistance as well as what to do with you severance and retirement benefits.  


Many people are usually so shocked that they don't create a plan of action , that is what we are here for, a steady and reliable source of fiduciary and non- commission based advice.  


We can help you with...

  1. Understanding that your severance benefits may be taxed differently and how to either reduce or eliminate this added financial burden when every penny counts
  2. Reviewing more options than what the 401-K advisor presents you with.  With your 401-k or severance benefits you may be able to 
    • Buy rental properties to sustain and increase your income
    • Buy or start a business to allow you to control your own destiny
    • Have the ability to access your retirement without penalties or tax
    • Utilize CARE and other Government benefits to sustain you through a job transition


We Need Your Help

The best way for us to create the educational series is to understand what your company is offering you.  The more we know about the options they are giving you, the better we can create an online class to show everyone else how to best manage the layoff and severance benefits.  For the first person from each company that contacts us with the details on what is being offered,  we will provide a complete Layoff and Transition Blueprint (No COST) to you.  This offer is only good for the first person in each employment class.  As an example,  if an executive with more than ten years tenure has a different package than a person with less than 10 years,  we will offer the LTB (Layoff and Transition Blueprint) to both the 10+ year and the <10 Year Employee.  We would not be able to offer the Free LTB to more than one in any class from any one employer.  To provide this information confidentially - click on the button below to schedule a confidential phone conference with one of our qualified consultants. 

Schedule 30 Minute Confidential Phone Conference