07/30/2024
Hey Folks! Great News I, Mack Nepper am and Taking on Financial Advising Clients !
Got Very Busy With New Business, So I'm Sorry for the Lack of Videos! I'll Get Back On It I Swear! But CLIENTS COME FIRST!
Details Below and Feel Free to Book an Appointment on my Calendly or Message Me
https://calendly.com/mackknepper/client-meeting?back=1&month=2024-07HOW
MUCH DOES IT COST?
-$0, I Do Not Charge for my Advisory Services
WHO COULD BENEFIT FROM YOUR SERVICES?
-Anyone who uses money
WHY TRUST ME WITH YOUR FINANCES?
- I am a Fully Licensed Investments Broker (SIE, Series 6, Series 63) Partnered with the Most Reputable Financial Companies in the US.
- I am a Licensed Life Insurance Producer for The Most Trust Life Insurance Company in the US
- I am Legally Obligated to Keep Everything, Including the Fact That You Are a Client 100% CONFIDENTIAL
-I have a Proven Track Record of Success with 2.5 AUM and many Happy Clients, Whom I of Course, Cannot Disclose
WHAT DO YOU DO AS A FINANCIAL ADVISOR?
-I Offer a Free 30 min 360 Degree Consultation of your Full Financial Situation, and am Licensed to Assist you in Either Putting Together a Plan, or Assist in One of the Specific Services I offer Below
INVESTMENTS
- Analyze Your Current Retail investments, Retirement Accounts, or Savings Sitting in a Bank.
-Based on My Findings I Will Give You My Advice Regarding Your Allocation and Show You If I Can Assist in Better Meeting Your Financial Goals
-New Savings Brokerage Accounts
-Old 401k Rollovers
-Variable Annuities
-More
LIFE INSURANCE
- I only Offer Term Life Insurance Policies. I believe that you should Buy Lower Cost Term Life Insurance, and Invest the Difference, from What You'd Pay in a Bundled Policy
- Review your current Life Insurance Policy
- Make Sure that You are not Overpaying, on a Whole Life Policy or an IUL you Were Sold
- Show you Why You're Likely Heavily Underinsured if You Rely on Only your Employers Insurance
FINANCIAL EDUCATION
- There is No Obligation to Become a Client After a Meeting
- Worst Case Scenario, You Learn Some New Things and I Can Answer Any Questions Regarding Finances You Have
AUTO/HOME SAVINGS
- We Have an Amazing Partner that Can Compare Your Policy Against 20+ Other A Rated Companies, to See If They Can Save You Money
- They Can Get You Exact Quotes and Issue Policies as Well
MUCH MORE
Book a Zoom Meeting now on my Calendly Link Now, While there is Still Availability!:
https://calendly.com/mackknepper/client-meeting?back=1&month=2024-07