30 Second Commercial

Question 1

Young Families

Answer 1

I work with clients that are either worried about protecting their families financial future, concerned about providing for their kids college, or they may just be annoyed with not being able save on a consistent basis.

Question 2

Business Owners

Answer 2

Taxes, Exit Strategies, Employee Retention

Question 3

30 second commercial Young Professionals

Answer 3

I work with people who are starting to build a net worth and are frustrated with figuring out how much money they need to save each month to maintain their long term financial independence. I spend a lot of time with people who would like to get a head start on saving for their kid’s education and protecting their financial independence but they just aren’t quite sure who to rely on and where to start.

Question 4

30 second commercial Pre-Retirees

Answer 4

I work with people who are closing in on retirement and are frustrated with figuring out how much money they’ll need to pull the trigger. It’s interesting, I just sat down with a couple last week that had been socking money away at work and with a stock broker for years and they still felt totally unsure about where they were in relation to retirement.

Question 5

30 second commercial Retirees

Answer 5

I work with people who are concerned about running out of money in retirement. You know this probably hasn’t happened to you yet but, I just sat down with a couple the other day to see how the stock market performance and rising healthcare cost might affect their nest egg.