Purposed Consulting | Real People. Real Purpose.
6057
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Purposed Consulting, LLC is a Five Rings Financial Agency.  We specialize in safe money strategies and educate our clients in four key areas to help them achieve financial independence:

INCOME FOR LIFE

How to save money for retirement and have income for life

PROTECT YOUR MONEY

How to protect their savings from loss, our clients never lose money

LIVING BENEFITS

How to protect their families with Living Benefits, life insurance you can use while you are living

MORTGAGE PROTECTION

How to protect your home, and continue to make payments in case of chronic, critical, or terminal injury/ illness 

We provide this education through free workshops called Money 101 and networking events called Wine, Women, & Wealth. Clients of Purposed Consulting can expect services that enable them to make informed decisions that are meaningful, measurable and sustainable in their lives.

 

OUR SERVICES  

 

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  • ANNUITIES & ROLLOVERS

    Many consumers today are primarily concerned with having enough to last in retirement. 
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  • 401K & IRA

    Changing jobs? Or looking to take a closer look at your retirement finances?
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  • LIVING BENEFITS LIFE INSURANCE

    You care about your loved ones and want to make sure they’re protected at all times … whether you’re here or not.
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  • DISABILITY

    Having a disability is a large enough obstacle. The last thing needed is difficulty with insurance companies.
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  • TAX PREPARATION

    We prepare personal and business tax returns.  We also assist our clients with back taxes and amendments of previously filed tax returns.
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  • PRE & POST HOMEOWNER PURCHASE

    Our financial consultants work with some of the best realtors, lenders and title companies in the industry to ensure that our clients understand the entire process of buying, selling, and maintaining a home.
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  • ESTATE PLANNING

    Our estate planning services has two primary components, education and planning.  Most people believe estate planning is only for the wealthy because they do not realize that all of us have an estate.  
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  • TAX FREE RETIREMENT

    Indexed Universal Life, or IUL for short, can be an incredibly effective way to leverage the power of compound interest.
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  • MORTGAGE PROTECTION

    Home ownership is a milestone achievement, and with that added responsibility comes questions.
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  • BOOKKEEPING & PAYROLL

    Our team of professional Bookkeepers help our business clients manage the day-to-day operations of their business as it affects the finances of the business
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  • BUSINESS FORMATION & FILINGS

    Establishing the right type of legal entity for your business is one of the most essential decisions a business owner makes when starting and managing a business.
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CLIENT TESTIMONIALS