We are here to help!
- MISSION STATEMENT: Improving the financial welfare of the community, one client at a time.
- VISION STATEMENT: Creating a culture where the ultimate answer is “YES” to all your financial endeavors!
Assist clients with creating a favorable spending and saving plan. Clients will be required to complete an income, expense and debt sheet prior to their appointment and return it to the office 3-5 business days prior to their appointment. Budget counseling will include ways to save on gifts, food and various service, as well as, referring to an investment advisor should there be a surplus in the budget.
CREDIT REPORT REVIEW
Examine all information on the credit bureau report from personal information to trade entries and inquiries. Assist in removing inaccurate information by submitting dispute letters to creditors and all three credit bureaus. Counsel on improving FICO stores and on the proper way to manage, establish and re-establish credit. Should more aggressive measures be necessary, these services will be referred out to accredited/reliable sources.
GENERAL FINANCIAL COUNSELING
Encompass a wide array of education depending upon the specific need(s) of the client. Topics may range from first time home purchasing, to why we spend money, to preparing for holiday spending to deciding whether to purchase or lease their next vehicle.
LIFE INSURANCE REVIEW
PRIMERICA originated the term “Buy Term and Invest the Difference” philosophy that encourages families to purchase affordable term life insurance so they can get the protection they need at a price they can afford and have more money to invest in their family’s future or payoff debt.
Allow us to take a look to see if we can save you money!
In office or at client’s preferred location.
Notarize most types of documents with a valid Government issued ID for a nominal fee.
IDENTITY THEFT PREVENTION & SOLUTIONS
With nearly everything being at our finger tips via the world wide web, society is constantly at risk from internet scams. We will provide proven steps to take to recover and protect your financial future after being compromised.
This service will require more than one visit and a copy of a filed police report.
COMMUNITY FINANCIAL LITERACY
Accredited Debt Solutions is available to provide financial literacy workshops to various civic, employer and religious groups in Madison and surrounding counties. Please contact us to discuss what is available and the financial interest of your unique group.
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