The term "Financial Representative/Advisor/Planner" is used by different companies in many different ways. When I share what helping bring hope, joy, and peace looks like, I often start with what my role is not. I'm not...
the insurance guy (only helping with the defense)
the investment/retirement guy (only helping with the offense)
What I am is a Holistic Financial Planning Coach. Financial because I provide specific financial products, solutions, and counsel. Planning because the backbone of what I do is grounded in our planning process. Coach because my job is to make sure everyone on the team is focused on the same winning goal. When, if, and where there are gaps, it's my job to spot them and offer/provide solutions to fill them. My practice is structured around analyzing all four major financial areas:
Financial Protection – Disability, Life, Long Term Care Insurances & Savings (Emergency and Major Life Event)
Financial Production – Debt Reduction & Investments
Financial Provision – Receiving back from available Retirement & Investment Accounts in the most Tax Efficient Way
Financial Legacy – Generously and Strategically passing on Finances to the Next Generations
Whether you are an individual, family, and/or business owner, I look forward to learning more about you and seeing how I can help.
