Purposed Consulting | OUR SERVICES
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OUR SERVICES

Our team of consultants and financial professionals are available to assist you in accomplishing your personal and retirement goals. Our role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions.
ANNUITIES-ROLLOVERS
ANNUITIES-ROLLOVERS

Many consumers today are primarily concerned with having enough to last in retirement. 

401K & IRA
401K & IRA

Changing jobs? Or looking to take a closer look at your retirement finances?

LIVING BENEFITS LIFE INSURANCE
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.

DISABILITY
DISABILITY

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

TAX PREPARATION
TAX PREPARATION

We prepare personal and business tax returns.  We also assist our clients with back taxes and amendments of previously filed tax returns.

PRE & POST HOMEOWNER PURCHASE
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

TAX FREE RETIREMENT
TAX FREE RETIREMENT

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

MORTGAGE PROTECTION
MORTGAGE PROTECTION

Home ownership is a milestone achievement, and with that added responsibility comes questions.

BOOKKEEPING & PAYROLL
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.

ESTATE PLANNING
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.  

BUSINESS FORMATION & FILINGS
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.