I help people get moving in the right direction financially. Then I keep them on track. There’s a LOT more to it, of course, but hopefully this captures the essence.
Treat everyone like family, and more often than not, things work out.
If you are wondering whether you are making the right ...
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I help people get moving in the right direction financially. Then I keep them on track. There’s a LOT more to it, of course, but hopefully this captures the essence.
Treat everyone like family, and more often than not, things work out.
If you are wondering whether you are making the right moves, or just too busy to take on the task, I can help. It's empowering to have a plan that covers all the bases, yet is flexible and understandable. In many cases, the people I help share some characteristics:
• Have joy for life, grace, occasional humor, and share success with others.
• Maybe finances have reached a level of complexity and it’s time for help. Or a second opinion.
• Life changing events: marriage, divorce, job change, retirement, health change, kids.
• Concern about the economy and stock market, and want strategies that reflect how the world works.
I hope you are looking for someone to join your team, take your finances to a higher level, and have some fun along the way. Life is too short for egos and nonsense financial-speak.
Of course I operate in a fiduciary capacity, not as a salesperson.
If an effective plan presented by an industry veteran in a straight forward way makes sense, I’d love to connect. If you’ve gotten this far, we probably have a lot in common😊
Reach out at jlank@etfstore.com, or txt me at 913-638-1104
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