Common reasons why people want to meet with a financial advisor:
1. Planning on having children or already have children
2. You want to avoid handing out money to 'Good 'ol Uncle Sam'
3. You want to protect your annual income in the event of critical illness/injury
4. Want your money working FOR YOU
5. Feeling behind or worried about your retirement savings
6. Looking for cutting edge investment opportunities
7. If you or someone you know has large amounts Federal Debt (like student loans)
8. Life Insurance (with cash value & #1 in Living Benefits) - complimentary Policy Review's*
9. Business Owners - if you have 10+ fulltime employees we NEED to talk
10. Pension Owner - we have special tools to assist state employees to help you more than your state advisor's are able to.
11. Business Partnerships - always open to new relationships, and I am a firm believer in paying it forward, so I love forming mutual connections. Once you are a partner of mine, my network is your network.
12. Flexibile scheduling both in person and virtual meetings
13. High earner's looking for advanced strategies and investment vehicles