Well, my story started when I was very, very young and seeking a job that I enjoyed and could help people. I was not one to sit behind a desk, teach school or work in healthcare. A friend told me about an agent position at an insurance firm that offered healthcare and cancer policies to individuals in need. The job involved travel around southern Illinois calling on people at their homes. It was exciting, fun and I could make a living doing what I loved while providing people with a service they needed.
Over the years, I discovered something very meaningful about the other side of being an insurance professional. You see, I became more than just an insurance product salesperson to many of my clients. Meeting and visiting with them over the years allowed me to become a friend and extended family member. When working with people, you experience good times and bad times. Life happens. Loss of job, health issues, divorce, death and other family issues.
Time changes, people change and so do their needs. I soon realized that my clients needed more financial guidance than I was providing at the time.
It quickly became clear to me that I had to make a change in order to help my clients accomplish their financial and life goals. So in 2006 I studied and secured my Series 65 license to transact business as a Investment Adviser Representative, which covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.
As I continued on my journey to become a skilled and trusted advisor to my clients, I decided to assemble a team of highly trained and experienced professionals to help advise and assist me on providing the best guidance to my clients on such issues as financial planning, taxes, legal and estate planning.
With the help of one of my most trusted advisors, I implemented the “Stress-Free Retirement Planning Process”, which is a guide to helping my clients achieve a simple and secure blueprint for their retirement journey.
The Stress-Free Retirement Process and guide could be your, Indispensable Guide to Surviving and Thriving in Retirement. It will help you reveal the “Got Cha’s” in your retirement plan and how we can easily correct them. Thus, increasing your income, securing your investments and providing the legal safeguards every retirement plan needs.