We hand-select our agents to provide the widest variety of services possible, and our list is always growing. We also craft our service based on your desires and needs, so if you’re an individual looking for paths to success or a business or nonprofit owner looking to expand, we’re here to help, even if you don’t see your needs listed on the page.
Catering to Your Financial Needs
Click below to find out which of our agents can help you with each service.
Health Insurance
In today’s world, health insurance is absolutely necessary, and avoiding the pile up of medical bills is essential to a comfortable retirement. Medical disasters can make or break even the greatest financial plan, so we want our clients to have the proper plan in place. For businesses, health insurance is vital for employee retention. We can help you show your employees that they feel valued through benefits plans tailored directly to them and their families.
Agents Who Can Assist: Mindy Bartnicki
Retirement Planning
Retirement can be confusing, but even the greats were beginners at one point. At Pursuit of Greatness, we believe in education. That means insight into how to prepare for your retirement with various accounts, like 401(k)s, SEPs, Roth IRAs, 457 plans, 403(b)s, growth opportunities and tax-free options. There are so many valuable vehicles when it comes to planning for the next stage of your life, and we are here to put them in place so that financials don’t stop you from reaching your potential.
Agents Who Can Assist: Mindy Bartnicki
College Fund Planning
College is a worthwhile venture for those looking to advance in competitive career fields. At the same time, it is extremely expensive. Legislation is constantly changing, affecting the way families are able to save for a student’s education. Our team can help you find the most efficient way to plan and pay for college through different savings and gifting programs. We’re founded on the principles of education, and we love to work with clients who share our vision.
Agents Who Can Assist: Mindy Bartnicki
Debt Solutions
Eight in every 10 Americans are in debt. It’s not shameful, but it can certainly be a major stressor on families and pre-retirees. To live and retire comfortably, it’s important to be caught up because you can’t reach the finish line before the starting gun is fired. We have agents who specialize in staying out of and eliminating debt. Once we have a plan to tackle that debt, we can begin the next stage of the planning process in which we set lofty goals with every expectation of reaching them.
Agents Who Can Assist: Mindy Bartnicki
Mortgage Lending
One of your largest expenses throughout the course of your life is your home, and rightfully so. It’s probably the most valuable thing you’ll ever own, and more than that, it’s a place symbolic of everything you hold near and dear. Pursuit of Greatness provides options for securing a mortgage with you in mind. We work in fierce competition to offer rates that fit into you plan so that your biggest asset can be purchased and maintained without burden.
Agents Who Can Assist: Mindy Bartnicki
Legacy Planning/Wills and Trusts
An inevitable part of each story is the end, but stories plant seeds and grow branches that extend and provide eternal beauty. You’ve also worked hard to accumulate everything you currently own, and we want to ensure that it lands in the hands of your loved ones with as little trouble as possible. For business owners, that means that your ownership is uncompromised and your business keeps moving forward after your exit. For individuals, that means asset planning, wills, trusts and tax-advantaged transfers to your loved ones that will set them up for life. At Pursuit of Greatness, your financial plan isn’t made for the end; it’s made for the beginning. We have every intention of opening doors, not closing them.
Agents Who Can Assist: Mindy Bartnicki
Long-Term Care Solutions
With life expectancy increasing, so is the need for long-term care. The fact is, two-thirds of today’s retirees will need it at some point. The scarier thought is that long-term care is very expensive, and it’s not completely covered by Medicare. We can help you instill a plan that will keep you afloat in the event that you need long-term care, and our mission is to make sure that you are as comfortable as possible while you’re there.
Agents Who Can Assist: Mindy Bartnicki
Life Insurance
Life insurance is evolving every day with new products that redefine and expand upon what it can be. As a high-earning trailblazer, you might want some form of term life insurance to ensure that your family doesn’t face financial hardship in the event of untimely passing. Moreover, some life insurance options are annuitized or come with built-in cash value components that invest a portion of your premium for the future. Life insurance is no longer about the worst-case scenario. It’s about providing more options in any case scenario.
Agents Who Can Assist: Mindy Bartnicki
Small Business
In today’s dynamic business landscape, small businesses face unique challenges and opportunities. Whether it’s preparing for unexpected events or planning for growth, having a solid strategy is crucial. One key aspect is ensuring your business is protected from unforeseen disruptions that could impact its financial health. Our team can help you develop comprehensive plans tailored to your specific needs and help navigate financial challenges to work towards ensuring long-term sustainability for your business.
Agents Who Can Assist: Mindy Bartnicki
Meet The Team
What Greatness Means to Us
Holding ourselves to the highest standards isn’t always easy, but it’s necessary. With lofty goals come lofty expectations, and we intend to exceed them at every checkpoint. While POG Financial may have designed our plans and processes, our people have fortified a culture that radiates brilliance. We also believe that a strong community is founded on support, which is why we work with nonprofits all over the country.
