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Counseling
Tower Financial Partners can reduce stress, help you find a way to get ahead, chart a course and retire with dignity. Not everyone is the same and situations are always changing. That is why we have a variety of counseling services and our fees are based on a sliding scale. We do not sell any investments or insurance and only receive compensation from you, the client. This ensures our counseling is not biased by incentives or commissions. We are concerned about finding the solutions you seek. Most counseling is provided in person, but telephone counseling can be arranged if your circumstances prevent an office visit.All counseling is confidential and your financial information is kept secure with restricted access.
Foundation
and
Construction
Counseling consist of one two hour initial session, one follow- up session and unlimited telephone and email support for three months.
Pinnacle
Counseling entails an initial two hour session and ongoing support for six months including up to two follow- up sessions.
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Foundation Counseling
Foundation Counseling
lays the foundation of personal finance. We work on your specific goals and provide an overview of your situation. Foundation Counseling is for you if you have consumer debt or a financial crisis. We will partner with you to create a working spending plan, a debt reduction plan and address your specific situation.
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Construction Counseling
Construction Counseling
builds on your success of being debt free (except your home). Our partnership provides insight into your personal opportunities and challenges including investing, insurance, retirement planning, college funding options, and estate preferences.
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Pinnacle Counseling
Pinnacle Counseling
is for those who have begun to build wealth (net worth of $50,000 or more) and are looking to optimize their finances and realize financial security. We will free up your time to enjoy the life you have built while facilitating plans to accomplish short- and long-term goals to ensure your quality of life.
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Structure Counseling
Structure Counseling
provides a review of your current structure on an hourly basis. These sessions address a specific topic or area of concern. This service is offered to those who are building wealth without consumer debt.
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Courses
Tower Financial Partners are lifelong learners and are passionate about teaching financial truths. Our courses range from classes tailored for the high school setting, to adult oriented classes. We are even available for small group and Sunday school instruction. We will teach you how to manage your money, how to get out of debt and how to save.
Call us today to learn more.
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"We have been able to encourage this method for our adult children as well and they have embraced it."
- Lisa C.
FPU Student
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