ULTIMATE FINANCIAL GIFT
Three deserving military service members and their families will be selected from across the nation to receive the Ultimate Financial Gift.
These select military men and women will receive the Ultimate Financial Gift utilizing Gradient financial resources, our highly skilled financial team, third-party affiliates and our partnering financial services professionals. Together, we will recognize your heroic commitment to our country, but we need your applications.
Financial Assistance
Gradient Financial Group will provide financial assistance
- Six months of mortgage/lease payments
- Assist with utility companies, car loan companies, and other applicable debt
- Procure donations and charitable contributions
Home Mortgage Assistance
Elly Cummings, MBA – Gradient Home Mortgage, President
- Two-year Fee Waiver
- Home mortgage origination
- Home mortgage refinancing fees
Tax Planning & Filing
Nick Stovall, CPA, MBA – Gradient Financial Group, Chief Financial Officer
- 2010 and 2011 tax planning
- 2010 and 2011 tax filing
Financial Planning
Wayne Schmidt, CFA, MBA - Gradient Investments, Chief Investments Officer
- Comprehensive financial planning services
- Current asset analysis
- Risk tolerance assessment
- Create retirement objectives
Lifetime Financial Commitment
Local Financial Professional
- Lifetime planning waiver
- Oversee plan implementation
- Ongoing plan analysis and alterations
Apply now for your opportunity to be part of the Gradient Gives Back Community Outreach Program.
We have truly been blessed within our family of companies and are giving back to military service members by sharing our financial resources, talents and time.
FLAWLESS EXECUTION UNIVERSITY
Military service members who apply for the Gradient Gives Back program will be eligible for corporate positions with Bath Fitter, the employer sponsor of the Flawless Execution University.
You may be one of 30 military men and women selected to attend our all-expense paid, three-day Flawless Execution University sponsored by Afterburner, Inc. in December 2010 in Atlanta, Georgia. Your three-day experience will include: financial education, debt and tax advisory services, military to business vernacular training and coaching, and career transition as well as placement training. Top candidates from the Flawless Execution University will be eligable for corporate positions with Bath Fitter beginning in January 2011.
Military to Business Vernacular Training Through Afterburner
- Coaching to translate military leadership skills and experience to civilian businesses
- Develop interview skills
- Assistance in developing a professional resume
- In-depth training in 'Flawless Execution,' a process improvement method prized by potential employers
- Assess current skill level and marketability
Awarded Financial Services Through Gradient
- Lifetime waiver of planning fees
- Complimentary financial review and analysis
- Two-year Fee Waiver
- Home mortgage origination or refinancing fees
- Tax planning and filing fees