Looking to review your financial security goals? I’d like to offer you a cup of coffee and a second opinion.
As a financial security advisor and group broker with Freedom 55 Financial, I provide financial security advice to businesses, individuals and families.
I work closely with clients to help them reach their financial security goals. My approach to financial security planning is to help educate clients and build trusting, open relationships. In my practice, I enlist the assistance of a range of financial specialists to help ensure clients are provided with sound, innovative financial security advice.
I'd like to help you reach your financial freedom, so here's what I’d like offer: a cup of coffee and a second opinion.
I’ll come and sit with you for a while. We can outline your financial goals and what you’re hoping to accomplish with your investment and insurance portfolio. Then I'll review your portfolio with you.
If your portfolio is well-suited to your goals, I'll gladly tell you so and be on my way. If, on the other hand, your portfolio no longer fits your goals, I'll explain why and recommend some alternatives.
Either way, the coffee’s on me.
Please feel free to call my assistant, Sara, to set up an appointment. Don’t forget to let her know how you like your coffee.