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Debt Management Strategies

Consumer Debt is a significant hindrance to many Americans and its one of the biggest obstacles preventing people from saving for retirement. High debt levels also cause high levels of stress and a perceived lower qualify of life.  We can help.

We go beyond the typical snowball and avalanche methods and incorporate refinance and/or consolidation options.  Real options, not hypotheticals. 

Ideal client types: Those who want to save for retirement, but feel they can't afford it, wants to pay off debt in the most efficient manner.

Cost: $100/quarter/household or individual.  

Student loan repayment is a separate service and requires detailed tax analysis.