Cares about family, and has integrity and values.
Enjoys the fruits of their labor.
Does business with you because they have similar values as you and trust you and your advice and recommendations.
A business owner or professional who is financially successful.
Owns a business with employees and wants to retire at some point and leave/sell their business to someone.
Has one or more business partners.
May be concerned about rising taxes, market fluctuations, having sufficient retirement income, funds to cover LTC expenses.
Cares about their family and wants to provide financially for them.
Doing well in their business or profession and with their financial/insurance goals, but always open to new ideas to enhance their overall plan.
Willing to meet simply because you suggested so.
or Phone: 615-308-8658
or Phone: 615-289-7760