Basic Information
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Company
Triad Financial Strategies -
Phone
2532727058 -
Mobile phone
2534687058 -
Email
joe@triad-fs.com -
What is your "why"? Why do you do what you do?
Everyone has a story. I love to help my clients imagine what their future chapters may be like and to help them write the pages. -
About me
My wife and I are working to launch three kids into adulthood! We love family time, experiencing new things together, and also continuing the traditions that we love. -
Profession
Financial Advisor -
Title
Wealth Manager -
Hobbies and interest
Cycling, running, hiking, fishing . . . anything outdoors. I'm also a hopeless baseball fan! -
Website
www.triad-fs.com
Contact Information
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City / Town
Tacoma -
Describe your perfect referral
I'm looking for people who know that making a financial plan for their future now is the best way to shape their future intentionally. I work with business owners, government employees, employees of large corporations with complex benefits packages, and also employees of small businesses who need to figure out their financial strategies from scratch. -
State
WA -
Zip
98406 -
Country
United States -
Special offers to the group
Any member of the group will have their plan fee for a Comprehensive Retirement Analysis waived. -
LinkedIn Profile
linkedin.com/in/josephcilley
Education
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College / University
Pacific Lutheran University -
Graduation Year
2000 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you confident in your financial plans for your future? Do you have decisions that need to be made now? Do you have a relationship with a trusted advisor? -
Describe How You Would Like To Be Introduced Via Email
My small firm utilizes a team to provide personal advice through planning, wealth management, and education. I have two decades of experience helping clients make plans for their future and invest their money.