Personalized Savings

Our Money Saver Solutions

Are Customized For You

Keep More Money

We are focused on efficient spending. We aren't here to dramatically alter your lifestyle. We want to help you buy what you normally buy, but spend less money

Comprehensive Topics

Reducing your cable bill, buying your prescription drugs for less, cutting your property tax bill, and getting a free extended warranty are a few of many areas we can help

Personalized

All topics are personalized for your needs. As we better understand your situation, our interactive approach will walk you through the most applicable ways to save you money and time

Proactive

You will be able to receive helpful alerts reminding you of key dates. Gift card expiration, manufacturer warranty end date, magazine renewal dates and the ending of your cable TV promotional period are a few of many areas we will track

 

Your Unique Situation

We get to know you so we can customize savings to your situation.  

Whether you are a single father of two, a recently married wife, a fortune 500 CEO, a decorated combat veteran, a retiree, or a college student, we will make recommendations based on your situation.

 

Life Events

Life is full of milestones and changes.  As your life changes, we will evolve with  you.  

Getting married?  Buying a house?  Leasing a car?  Adopting a child?  Planning a vacation?  Changing jobs?  No need to do hours of unproductive research on how to optimize your finances.  For example:

  • Married:  What insurance should I get?
  • Car:  Should I get that service maintenance plan?
  • Baby:  Free ways to save for college (yes, they exist!)
  • Vacation:  How can I save on my Disney tickets the cheapest?
  • Changing Jobs:  What should I do with my Flexible Spending Account?

Where You Live

The cost of living varies significantly based on where you live.  We adapt our topics to your needs.

  • Electricity:  We can determine how much you pay based simply on your zip code.  The savings from LED lightbulbs, energy efficient appliances and replacing cable TV boxes provide meaningful savings, especially in high electrical cost areas
  • Removing Cable TV:  What channels are available to me outside of my cable company?  Can I get my sports for example?
  • Property Taxes:  I’m 65 years old.  Perhaps I qualify for a reduction in my property taxes

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