Proud Member of  Concierge for Advisors

Our team strives to be the first call you make no matter what you are working on. Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

John Oldham

Founder, Concierge For Advisors

STOP BURNING YOUR MONEY!!!

No one likes being in debt! 

 

Having a fight with your spouse, fearing a bill collector is going to be calling you at work, or even worse...having your money taken from you from the Internal Revenue Service!

 

BUT it doesn't need to be like that anymore!

Our suite of World-Class Insurance and Investment Products has been selected to provide individuals with unique opportunities to deliver value to their clients as well as to themselves.

So, where is it written in finance that you have to lose 30, 50 or even 70 percent every time we have a stock market crash in order to make money?

Financial Coaching

 

Financial coaching is the most detailed and comprehensive service we offer. Our coaches will help you develop a plan specific to your financial situation. Our coaches will help you develop and implement a plan specific to your unique situation. You may be facing a crisis like bankruptcy, foreclosure or harassing creditors. Maybe you need help building wealth or starting your small business. Maybe you wish you had better access to the money in your IRA or 401K. We are here to help. We can show you how to save on your taxes by taking your Tax-Deferred dollars and turning them to Tax-Free dollars!

When you turn 65, you begin a race; it's your money versus your life.

Which one do you want to win?

Annuities

We partner with the best Insurance companies in the country to provide our clients access to the leading annuity products from over 70 different companies.

This allow our team to find the best product for each unique case so you never have to worry if your money will run out.   

If we could show you a way to stay in complete control of your money until you took your last breath, but instead of giving that money to the government, nursing home or a hospital, you could keep that money in your family for generations to come, at the very least wouldn't you want to know about it?

Life Insurance Analysis & Review Program

We select from over 70 of the premier Insurance Companies to provide you the best Life Insurance solutions on the market. 

Whether you are looking to use Life Insurance for Tax-Free Retirement Income, Estate Planning, Final Expense Costs, or Living Benefits, our carriers are sure to provide you the best solutions for your prospects. We can also review your policy to make sure you have the coverage you need and want. Don't wait until you are gone for your family to find out you had the wrong type of insurance or the beneficiary is wrong.

BudgetingInsight©

the Biblical Way

Today's churches face a dilemma. They are asking themselves, "How can we meet the increased demand for benevolence requests when we are trying to keep the church's budget intact?"

BudgetingInsight© benefits the Church in a number of ways:

        1. Christian maturity - How we are called to be good stewards                of what God has given to us.

        2. Retention - Once someone is debt-free, they have a better                    understanding as to what God has done for them.

        3. Less burden on the Church's budget.

        4. Less evasive on the part of the leadership in the Church with              not having to know or be a part of someone's finances.

 

We offer a "NO COST" solution to your church and would be happy to discuss this with you further.

 

Do you need credit repair?

You will Get

  • In-depth credit analysis

  • Credit recommendations

  • Credit consultation

TESTIMONIALS

We started budgeting for the first time ever in December of 2015 with the guidance of Tim Taylor. When he was teaching the class I was skeptical that I even did the math to make sure that the numbers added up to 100% because the percentage breakdown looked unrealistic to me. We were $26,000 in debt on a single income paying child support on two children and living less than paycheck to paycheck, struggling to make ends meet. We learned that every penny had a purpose and should be accounted for and most importantly to live within our means. We cut down on a few luxuries and we were able to be debt-free within 24 months and were able to start saving the whole time. Tim held us accountable and made sure we stayed on track during our budgeting journey. Everyone should learn this lifestyle tool in my opinion. Tim is a great teacher and mentor; we truly appreciate his knowledge and expertise.

 

R & S from Overland Park, KS

We were $40,000 in debt on a single income paying high interest on a couple of credit cards and paying a steep medical bill after having a child without insurance. Struggling to make ends meet would be an understatement. I started out not wanting to account for every penny that I made, and I had a pretty bad attitude about the whole thing. Just after a few months, I could see a light at the end of a very dark tunnel.  Tim was able to show us what we needed to do so that in less than 30 months later we were debt-free. Tim was a great help and we truly are glad we did this when we did.

 

TA from North Kansas City, MO

Just a few of Our Corporate Partners

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