Gradient Gives Back Community Outreach Program
Our Gradient Gives Back Community Outreach Program awards financial makeovers to deserving families during one of the most challenging economic environments. We are helping struggling families get back on their feet and stay there!
The highly philanthropic Bill Rancic - first season winner of Donald Trump’s “The Apprentice” and star of A&E’s current show “We Mean Business” - joins us as our national spokesperson in the search for families in immediate financial need.
Selected families will receive a comprehensive financial makeover utilizing Gradient financial resources, our highly skilled financial team, third-party affiliates and our partnering financial services professionals. Together we will rebuild lives, but we need your applications.
Apply now or nominate a deserving family in your community. Families throughout the country will be selected based on their heartfelt stories and their immediate financial need.
It takes just one person to change the world!
The Comprehensive Financial Makeover Includes:
FINANCIAL ASSISTANCE
Gradient Financial Group will provide financial assistance!
- Provide up to six months of mortgage/lease payments
- Assist with utility companies, car loan companies, and other applicable debt
- Determine available government money and grants
- Procure donations and charitable contributions
FINANCIAL ANALYSIS & TAX PLANNING
Nick Stovall, CPA, MBA – Gradient Financial Group, Chief Financial Officer
- Provide a review and analysis of the following:
- Past two years’ taxes
- Current income, expenses, interest rates, debt and more
- File 2009 and 2010 taxes
FINANCIAL PLANNING
Wayne Schmidt, CFA, MBA - Gradient Investments, Chief Investments Officer
- Provide comprehensive financial planning services
- Current asset analysis
- Risk tolerance assessment
- Create retirement objectives
- Oversee plan implementation
CAREER COUNSELING GUIDANCE
Tami Lucius – Gradient Financial Group, Chief Operating Officer
- Provide career coaching and counseling services
- Interview training
- Technical training
- Assess current skill level and marketability
- Provide professional resume
The lives of families across the country will forever be changed through our Gradient Gives Back Community Outreach Program.
Application Submission Period:
April 1, 2009 - December 31, 2009
