Our experience, knowledge and hands on approach will provide you and your family with access to a professional financial representative who will become the macro manager for your financial future.  One of the single biggest advantages of working with us is our APPROACH.  We have no preconceived idea as to what your strategy or objective should be. Instead, we help you discover where the financial course you currently are on could lead to and explore with you strategic alternatives that could potentially leave you in a better position. We want to help you go beyond an objective that focuses on goals and dreams; one that concentrates on finding strategies that may enable you to get your financial world to potentially offer greater hypothetical output and enjoyment of your wealth.

If I already choose my own investments or use my broker recommendations, why should I meet with you?
Most financial professionals focus on only one or two aspects of your financial life. Using the LEAP^® process, we evaluate and coordinate ALL aspects of your financial life. We're not here to replace all the members of your team or products that are working well for you. By utilizing a holistic view we work at making your money more efficient and productive. Our experience goes beyond just the picking of products. Like a game of chess, we focus on understanding how all your financial vehicles, wills, insurances, debt structure should work together. We also assist your other professionals to perform for you at a higher level.

What are the types of things you will do during the process?
To create wealth efficiently with the money you potentially will receive over your lifetime, we can work together with you to consider as much information about your financial situation as we can imagine.  We will listen to you then work together to explore strategies in a discovery process that is easy for you to see right on a financial model. You may see from the model areas where lost opportunity exists in your current financial situation.  For many of our clients this is one of the main reasons they stay with us.  We like to stay in touch with them and answer their questions in an easy to understand language.

What questions will be answered during the process?

• What are the true costs of persuing my current strategy? 
• Given my current situation, am I betting my results on the idea that taxes will be lower in the future than they are today? 
• How do all the pieces of my financial puzzle fit together and are they working to meet my future retirement goals? 
• Why has no one pointed this out to me before? 
• Why do you recommend certain strategies and financial products.

How do you differ from some financial professionals?
Most financial plans are only concerned with dollars and cents.  We realize that this is only one aspect of a comprehensive process.  Our goal is to create a plan strategy that supports what you care about most, such as educating your children, being financially stable after retirement, and properly distributing your wealth.

What will it cost for you to do the financial analysis?
You will receive strategies for no initial costs or charges. We do not want any of my clients to have a financial risk or obligation for us to do planning. We want to assume the financial risk for our time.

Who decides what portions of the plan to implement?
Before you take any action, we feel it is really important that YOU feel good about which strategies to implement. We will take whatever time you feel is necessary to get to that point.

Will I be pressured into making any decisions?
At no time will we pressure you into making a decision. We will always support you in doing what you know is best for you.

LL015-OA-R110127

© 2003-2011 LEAP SYSTEMS, Inc. — LEAP^®, Lifetime Economic Acceleration Process™, PS&G Model^®, Wealth In Motion™ and associated chrome cube are trademarks of LEAP SYSTEMS, Inc.

---

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, 4835 East Cactus Road, Suite 425, Scottsdale, AZ  85254, (602) 230-2995, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company(r) (AUL), and other insurance companies.  The TLC Prosperity Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

Tom Casella is licensed and authorized to conduct life insurance business in AZ.  He is also licensed and authorized to conduct securities related business in AZ.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.