SOLVE UR PUZZLES
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Solving Your Puzzles

What is Solve Ur Puzzles?  It is a personal process to get to know what drives you and what worries you.  We all have puzzles in our lives, whether it be personal or financial.  We work with 2 distinct groups: 1. Financial Adviser coach and insurance Puzzle Solver,   2. Businesses in the Advanced Startup and Growth stages., 3. Individual clients risk (life DI, LTC, money coaching and retirement analysis)
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Financial strategies are all around us.  How you use them and implement these strategies are important.  Are you ever wondering, am I doing this right?  Are you financial obligations and your income or revenue not balancing out?  

​Have you ever sat down and tried to put together a puzzle and the picture on the box was missing, or there were some pieces missing?  How did you feel?  Were you confused, upset, frustrated?

Well, that is how Financial Advisers/Insurance Agents, Small Business owners, and you feel everyday when it comes to your financial strategies.  That confusion is what I work to solve with simple strategy tools.

I have 2 Doctorates (Business Administration and Business Financial Planning), 5 Masters including a MBA, Masters in Financial Planning, a masters certificate in Economics, A Masters in Entrepreneurial Finance and several designations in investment, evaluation, and income techniques.  I am an expert in efficiencies and organization, and have helped organizations, governments, and small business owner build and develop their goals, improve their operations, and identify new strategies and plans. 

​To Schedule a video call to learn how I can help you, please click here.

I'm often asked what is a strategy and how do I create one? A financial strategy is a high level step or series of steps to accomplish a goal.  This is what I focus on.  One strategy I use is Simplifying the complex.  That is what we do here at Solve Ur Puzzles.  Our blog is designed to break down complex topics and create a simplified way to think about it.  In order to do this I created a process to create strategies and everything we do is filtered through this:
  • S – Survey the landscape
  • T – Throw out what you know
  • R – Realistic
  • A – Assess your situation
  • T – Take notes on your activity
  • E – Evaluate your situation (resources, knowledge, etc.)
  • G – Goals Defined
  • I – Into the forest, appreciate the trees
  • E – Execute on Strategy
  • S – Seek objective Review

Sincerely,

Rodney G. Mogen
President




Financial Adviser Service

  1. Pure Wholesaler
  2. Preferred way - Partner with you to:
    1. Sell Insurance
    2. Analyze and find the right solutions for your clients
    3. Do the legwork for you, so you can focus on what you do great

Service Levels - Business Clients

  1. A la Carte
    1. Business Plan Writing
    2. Strategy Plan Development
    3. Coaching
    4. Training
  2. Copper 
    1. Monthly 1 hour Coaching
    2. Business Plan Review
  3. Bronze
    1. Copper plus:
      1. Writing/Re Writing of Business Plan
      2. Bi-Weekly Coaching 1/2 hour
  4. Silver
    1. Silver Plus
      1. 1 Virtual Training session with executives
      2. Building of job descriptions
  5. Gold
    1. Silver Plus
      1. 1/2 hour weekly coaching
      2. Benefits review
      3. Financial Strategy Implementation
  6. Platinum
    1. Gold Plus
      1. 1 hour weekly coaching
      2. monthly virtual training's with Leadership team
      3. Quarterly coaching with Leadership team 1 on 1
      4. other services as negotiated
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