Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind [FIRM NAME] is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

advisor

[FINANCIAL PROFESSIONAL NAME] [Title]

[FINANCIAL PROFESSIONAL NAME] is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

[IF PROVIDED:] [FIRST NAME] got his start in the industry in [YEAR], as a [PREVIOUS ROLE, OR TELL STORY OF HOW THEY GOT TO WHERE THEY ARE TODAY AND WHY THEY ARE PASSIONATE ABOUT HELPING OTHERS WITH THEIR FINANCES.] [HE/SHE] truly enjoys [LIST ASPECT OF BEING A FINANCIAL PROFESSIONAL AND/OR ELABORATE ON THEIR BUSINESS PHILOSOPHY].

[FIRST NAME] has passed the [Title of Securities Exams Passed] exam and holds a [Type of insurance licenses] in the state of [LIST INSURANCE LICENSES IN STATES OF LICENSE – IF NATIONALLY LICENSED, USE “in all states”] and has earned his/her [LIST INDUSTRY DESIGNATIONS]. [HE/SHE] has a [DEGREE] in [MAJOR] from [COLLEGE/UNIVERSITY].

[FIRST NAME] was awarded the [LIST HONORS/AWARDS] and has been published or quoted in (LIST PUBLICATIONS)]]

(NOTE: Producers may use titles and designations that reflect their educational background and the licenses they may hold. The use of non-existent or self-conferred degrees or designations is prohibited. If media sources are used, verification is required as to how you were featured in the listed outlets. If they are commercials or paid advertisement, they could be considered misleading.)

In his/her free time, [FIRST NAME] enjoys [PERSONAL INFO PROVIDED BY FINANCIAL PROFESSIONAL].

[STAFF MEMBER NAME]

[TITLE]

[STAFF MEMBER NAME]

[TITLE]

[STAFF MEMBER NAME]

[TITLE]

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at [PHONE NUMBER]

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