owndjoo Posted August 1, 2013 Report Share Posted August 1, 2013 Hey guys, I know a lot of you already know me from my years on here both as a street guy, STT instructor, and road racer. I just wanted to announce my sponsorship on here for my business. I am a personal financial planner for Skylight Financial Group. We are partnered with MassMutual and MassMutual Investor Services, LLC. I know often times people wonder what a financial planner actually does, and I would love to answer anyone's questions. Here's a real quick breakdown of services.Comprehensive financial plans- These are done through an entire team dedicated to processing and analyzing clients' financial lives in order to put together a plan of attack to reach each client's financial goals. Income protection- disability and life insurances Investments- Anything from 401k rollovers, brokerage accounts, college planning, IRA's, mutual funds, annuities, managed accounts, and many other ways to secure clients' financial futures and retirements. Taxes- Finding ways to minimize tax exposure Wealth Accumulation- Create and maintain adequate cash reserve strategies Estate Planning- Planning for being ready in case of a tragic loss, setting up a legacy, limiting inheritance tax exposure. This is only a small fraction of the type of business I can do for any prospective clients. My personal experiences are mainly with firefighters, police officers, and small business owners; however I am currently taking on new clients while growing my practice. There will be a banner up sometime soon, thanks to Ben.Feel free to call, email, or message me with any inquiries you may have for yourself or someone you know. 2 Quote Link to comment Share on other sites More sharing options...
Helmutt Posted August 1, 2013 Report Share Posted August 1, 2013 Good to know, I may be in touch for some strategy advice on my MassMutual 401k soon as I'm clueless to the best investment choices Quote Link to comment Share on other sites More sharing options...
Casper Posted August 1, 2013 Report Share Posted August 1, 2013 I think Carie and I should sit down with you soon. We have lots of questions. Quote Link to comment Share on other sites More sharing options...
r1crusher Posted August 1, 2013 Report Share Posted August 1, 2013 What's the rate for said services? Do current racers get a discount? Quote Link to comment Share on other sites More sharing options...
owndjoo Posted August 2, 2013 Author Report Share Posted August 2, 2013 There is only a charge for the full comprehensive plan, as we use expensive software and have a dedicated team that works with each case. For a consultation or just some advice, I do not charge a fee currently. Hellmutt, I'd be glad to take a look at your current strategy and chat about what you want to come of your current and future investments. Ben, just let me know when a good time for both of you is. I'm usually scheduling a week or two out right now. Also, my office is in Dublin; however, Skylight has over 10 offices statewide which I can work out of depending on your location. Quote Link to comment Share on other sites More sharing options...
snot Posted August 7, 2013 Report Share Posted August 7, 2013 Welcome Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.