I help people anticipate and solve problems with finances because I believe in "paying it forward". I have enjoyed the successes that I have achieved because someone took the time to sew into my life either directly or indirectly.
About me
I am a student of my craft. Anything that I do, I do with excellence. I have been in the Finance Industry for 15 years,
My perfect referral is a person who has a young family or is looking to protect their interest in planning for the future. Also, I help business owners who may be paying more in taxes than they need to and don't have a plan to hire or retain talent that will put their business into the next level.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What are your plans for retirement?
2. What is your business succession plan?
3. What is it that you want life insurance to do for you in case you don't make it home?
Describe How You Would Like To Be Introduced Via Email
I have a sharp guy that I think you would benefit from having a conversation with.