We will match you with a financial professional experienced in helping people in situations just like yours. For one flat fee, you can be talking to an accountant, real estate agent, or lawyer tonight about what matters to you. No hard sell — these professionals are here to help.
Search our directory of participating accountants, advisors, lawyers, and real estate agents for help where you need it most!
While trusts, annuities and other structured investments are designed to keep your family and money safe when you’re not, there are plenty of pitfalls where you may need some expert help.
When it comes to major financial decisions, one bad investment can be a life-altering mistake. Our staff of financial advisors can consult with you on the basics, and/or direct you to someone who you can partner with for more complex, involved financial planning.
While real estate is a solid investment, not to mention a place to make a home or business for yourself, the laws and finances of dealing in property are complex and involved. Even before you’re ready to commit to buying or selling, there are questions better left to the experts.
Starting a small business? Self-employed? Audited by the IRS? Foreclosed? Many financial situations can require legal advice from our qualified lawyers.
An investment in knowledge pays the best interest.
Never invest in a business you can’t understand.
One of the funny things about the stock market is that every time one person buys, another sells
and both think they are astute
Markets can remain irrational longer than you can remain solvent.
The four most dangerous words in investing are: ‘this time it’s different.‘