Consulting Services
Our mission is designed around your most important values, the core of who you are, and the legacy you want to leave behind.
* Financial & Wealth Planning
* Disability Accessibility
* Healthcare Solutions
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Financial & Wealth Planning
Your financial wellness is our top priority.
We will work together to create a personalized plan to help ensure you have the protection you need. We will establish a financial strategy to safeguard your current and future financial goals using a clear 10-step process to limit exposure to unnecessary wealth transfer costs. Understanding wealth transfers and other key financial concepts helps you make smarter, more informed financial decisions for the future and today. Together we will create a roadmap to your financial success so you can live the life of your dreams.
What you’ll get:
Customized financial roadmap
Industry-leading financial concepts & thought leadership
Tax diversification analysis to maximize tax efficiencies
Wealth enhancement, preservation & protection
Legacy planning & charitable giving
Feel confident, empowered, informed, and recognized
Take charge of your destiny
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Disability Accessibility
It's not only the law, it's the right thing to do.
Become disability-friendly and allow easy access to your website. Harmony Financial Solutions is working in concert with specialized providers to educate and provide disability accessibility solutions to businesses with websites to help mitigate financial risk of businesses being sued for non-compliance.
What you’ll get:
A team of ADA website compliance experts on your side.
Solutions from partial to full manual remediation for accessibility. Manual remediation receives ADA certificate and $1,000,000 warranty against lawsuits.
Ability to receive tax credits towards disability accessibility remediation.
More potential clients. According to the U.S. Census Bureau, 51 million people in the U.S. ages 15 and older have a disability.
Be a change-maker by leading the way in providing accessibility to your website.
WCAG 2.1, ADA, Civil Rights Act, Section 508 and EN 301549 compliance.
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Healthcare
Affordable Healthcare for Individuals & Businesses
Affordable healthcare is a challenge for individuals, families, and businesses. Did you know that 120 million Americans lack access to healthcare, and 31 million businesses are unable to provide healthcare to their employees, and even more would like to reduce healthcare costs? Monthly premiums and deductibles are at all-time highs and costs continue to rise. There is a solution with new innovative ACA compliant plans. Contact us for more details.
Medicare
Medicare can be confusing. We will guide you through the process of making the best healthcare selection possible. We help Individuals and Group Retirees understand the difference between types of Medicare plans and coverage, government specified enrollment periods, avoidance of penalties by following Center for Medicaid & Medicare Services (CMS) rules, and more. We will conduct an analysis and provide you with the best plan options to review based on your key parameters to make your best plan selection confidently and with ease. (Note, for Group Medicare, see video in the Resources section.)
B.A.N.K.
CODEBREAKER TECHNOLOGIES
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Crack Your Code
While the Da Vinci Code was a fictional book, the idea of unlocking secrets of the unknown is intriguing. Unlike the Da Vinci Code, you now have the power to unlock your own code, a deeper insight into yourself, and more importantly, insights into how to communicate more effectively with others who may hold a different code than you.
At Harmony Financial Solutions, we want to be able to clearly communicate with you and your family and we use B.A.N.K., a scientifically-validated, fun & easy, 90-second assessment to make sure we are providing the information in the way you want it. This assessment helps us ensure we are communicating with you based on what's most important to you, and not to make assumptions of what we think that may be. Our first priority is helping you take care of yourself and your family. Please take a moment and complete this assessment. Click on the link below to begin the assessment and receive your free report ($99 value)
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Access the Privacy Policy and Terms and Conditions of Service for this site.
There are no warranties implied.
CSP Financial Group, LLC is a registered investment adviser located in Scottsdale, Arizona. CSP Financial Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. CSP Financial Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CSP Financial Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CSP Financial Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CSP Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CSP Financial Group, LLC, please contact the state securities regulators for those states in which CSP Financial Group, LLC maintains a registration filing. A copy of CSP Financial Group, LLC’s current written disclosure statement discussing CSP Financial Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CSP Financial Group, LLC upon written request. CSP Financial Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CSP Financial Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through CSP Financial Group, LLC and individually licensed and appointed insurance agents.
Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Copyright © 2021 Harmony Financial Solutions. All rights reserved.