Critical Phrases for FA Flashcards
1
Q
What do you do?
A
- Let me put it to you this way, there are two types of people in this world:
- There are those who leave their personal financial success in the hands of their employers.
- And then those who take full responsibility to build their own futures and financial peace of mind by leveraging a Financial Advisor like myself.
- Essentially, that’s where I shine. I partner with those who take full responsibility of their financial success to avoid two of the most dreaded scenarios from occurring.
- First, no one wants to run out of money during their retirement years. I focus heavily on creating tailored retirement strategies through an established process for my clients which will guarantee them income during their retirement years.
- And along the way, we’ll make adjustments as life happens; cause life is going to throw you a curveball or two.
- And secondly, no one wants to pay Uncle Sam more than their fair share of taxes, I know that I don’t. So my team and I work closely to make sure we are using the right investments to help reduce your taxes.
- The beauty of my job is that I walk alongside them on their journey and end up creating life long friendships with my clients.
