Basic Information
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Company
Foundation for Financial Education -
Phone
888-771-0400 -
Email
bfox@nhgplan.com -
Mobile phone
832-228-8997 -
Website
www.f4fi.org -
Describe How You Would Like To Be Introduced Via Email
Hi [Name],
I’d like to introduce you to Brandon Fox, a Volunteer Educator and Retirement Planner who regularly speaks on Social Security optimization, tax-efficient retirement strategies, and general retirement planning.
Brandon provides non-sales, purely educational presentations designed to help individuals better understand their options and make informed decisions. His sessions are clear, engaging, and especially valuable for groups with members approaching or in retirement.
I thought your group might benefit from having him speak at an upcoming meeting.
Brandon, I’ll let you and [Name] take it from here. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you or your group ever bring in outside educators to speak on Financial Planning topics? i.e. Social Security planning, Taxation planning, Roth Conversion strategies.
2. Would you know of any groups of people who might benefit from a free, unbiased session that simplifies confusing topics in retirement?
3. Do you know contacts who are connected to any schools, universities, or government agencies i.e. Police, Firefighter, FBI Departments or Municipalities?
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Unique Selling Proposition
As an organization, we help simplify the most confusing parts of retirement- Social Security, taxes, and IRMAA - so people can make smarter decisions, avoid costly mistakes, and retire with confidence. As unbiased educators first and planners second, we provide clarity that saves people real money and gives them long-term peace of mind. -
About me
I'm a dedicated Retirement Planner based in The Woodlands, Texas, with a passion for helping people navigate one of the most important chapters of their lives. I work closely with my team to help individuals and families maximize their income, preserve their life savings, and minimize taxes in retirement-so they can enjoy the years they've worked so hard for with confidence and peace of mind. I was born in Houston and raised in Spring, where I still live today. I'm a graduate of the University of Houston and have built a career on educating people, upholding honesty, and fostering long-term relationships. Outside the office, you can find me coaching or playing baseball with my son, fishing throughout the state, and listening to live music with my lovely wife, Mary. -
Profession
Financial Planning -
Title
Volunteer Educator/Retirement Planner -
Hobbies and interest
Golf, Fishing and coaching my son's baseball teams. Going to music concerts all over the state of Texas.
Contact Information
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City / Town
The Woodlands -
State
Texas -
Zip
77380 -
Special offers to the group
1 hour complimentary consultation and Personalized Social Security Optimization and IRMAA report -
LinkedIn Profile
linkedin.com/in/brandon-w-fox
Education
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College / University
University of Houston -
Graduation Year
2001