Surefire Financials mission is to enrich our society as a whole and the people in it, therefore we believe our services should be made available to everyone free of charge. We are committed to providing valuable resources and information, unbiased guidance, thoughtful strategies and overall transparency. The initial visit typically takes about 90 minutes of your time and consists of Step 1 & 2. After that, we diligently get to work on your case. Case work will vary depending on the situation and can consist of: risk analyzation, industry expert and underwriter collaboration, extensive research, further information gathering, and the formulation of various scenarios. We are understanding and accommodative to time-sensitive needs and do our best to prioritize cases as needed.
Steps
Step 1: “Surefire Situational Analysis”
Diagnose and Discuss
Step 2: “Goal-Storming”
Pinpoint and Prioritize Goal(s)
Step 3: “Action Activation”
O.G.A Report (Observations, Goals and Action Steps) and Plan Selection