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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 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)

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

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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