"I'd like to save
more for retirement and start an emergency fund, but all my money seems
to be going to pay off never-ending debt."
If this sounds like you, we can probably help!
888-221-2796
email@wiseplanning.com
We have a passion for
helping families to become "Debt Free"
and to "Experience Financial Peace"!
Mortgages
- Our goal is to do more than just save you a little money on your
interest rate. We want to look at your whole financial picture and
help you use your mortgage more efficiently. We want you to use
your mortgage as a tool towards the ultimate goal -- to increase your
net worth and obtain financial freedom!
We offer a revolutionary, powerful, home
loan that
greatly accelerates the pay-off our your home
with no change in your spending habits! Watch a 5 minute presentation now!
Insurance Services
Life, Health, Disability, Long Term Care
(offered through Schmorleitz Insurance Agency*, this
service presently available in
California, Colorado, North Carolina only)
Retirement Planning -
Strategies and implementation of retirement plans and retirement
supplements. (Presently
available in California, Colorado, and North Carolina only)
Education Fund Planning - Strategies for saving for your child's
college education expenses.
(this service presently available in California, Colorado,
and North Carolina only)
Ensure your
final wishes are met, FOR FREE, while protecting loved ones from the
stress of making hard decisions while grieving. Call us at
1-888-221-2796 and an agent will meet with you, at no charge, to help
you complete this valuable plan document and service.
The AARP says, plan for
your funeral and final wishes, put don't purchase a pre-paid plan.
We offer a comprehensive, FREE plan, valid at the vast majority of the
funeral homes and cemeteries in the United States.
Dignity Memorial providers are committed to helping
families create memorial services that will be long remembered for the
manner in which they pay respect to the unique lives that have meant so
much to family and friends. Click here to
watch a short movie about the service, or to apply online.
You may also call us at 1-888-221-2796 to have our agent help you with
the process.
Contact Information:
Schmorleitz
Financial Services, Steve Schmorleitz Insurance Agency
Address: 1100 Melody Lane, Suite 136, Roseville, CA 95678
Phone: 888-221-2796 Fax: 916-914-2175
email:
info@wiseplanning.com
Our offices are located in the
Sacramento, CA metro area.
Many of our services are available
on a nation-wide basis.
Our
program puts our clients in a position to manage and pay down debt while
accumulating investments for financial goals. Join us on an
odyssey that will bring together some of the best financial products,
technology and people for the benefit of you and your family.
A Complementary Financial Plan is included with all services upon request!
