I grew up middle/lower class and experienced what life is like with no guidance on planning with my parents. Because of this I am now their retirement plan. I don't and can't let others experience this for themselves or parents. About Impact and leaving someone or a family better off then when I found them.
From Wichita,KS. Went to college for baseball @ Creighton University in Omaha, NE. Played professionally in the Texas Rangers Organization. After I was done, went back to finish my degree and found my wife. Moved up to the cities in 2010, been here every since. I love my career and the impact it brings.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you feel bulletproof in your financial plan?
If you're not here tomorrow will your family be okay?
Are you tired of Uncle Sam and taxes?
Describe How You Would Like To Be Introduced Via Email
I want to introduce you to Chad Ogden. He is a dear friend, great person and an amazing advisor. I don't know if you are currently using someone, as I assume you may be, but I strongly encourage you two to connect via phone for an introductory call. As a favor to me and knowing how much I care about you and how highly I think of you, take his call as I know you won't regret it.