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In the Media
We have been called on to speak before audiences about the merits
of financial, business and tax planning issues. We'll share "snapshots" of those media exposures so you can
gain an advantage from that learning.
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Property and Casualty Insurance |
| Auto,
home, boat, motorcycle, snowmobile, flood, umbrella liability, business
errors/omissions and business liability/property insurance, to name a
few coverages, can protect you, your family and your business from
financial disaster. There are other methods of dealing with the
risks protected by these types of insurance policies. However,
appropriate insurance along with common sense avoidance of low
return/high risk behaviors are key elements in any risk management
strategy. While Financial Coach, Inc. and affiliates are not licensed
and do not sell property/casualty insurance products, we do recommend
you develop a strong relationship with a qualified and licensed
property/casualty insurance agent and review your risks with them as
part of a complete financial plan. This is a solid approach to
dealing with catastrophic events that can ruin your personal and
financial future.
We urge you to contact your property/casualty insurance agent today
to update your coverages!!!!!
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Professional Advice |
Welcome! We’re pleased you have found our website and hope you find it useful
in learning more about how we will work with you to accomplish your financial,
business and personal goals. It truly is all about you!
People want a great experience... whether they are on vacation or working with
their advisor. We do provide a great experience to our clients because we
LISTEN to them. We care about our clients, their financial wellness and the
results we provide them.
Please make sure you ask the following when selecting an
accountant, attorney or any financial advisor:
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Is this professional sincere in listening to your needs?
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Do they have a lifelong history of practicing in the service arena you are
seeking assistance?
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Trust is vital. However, be sure your service provider is also qualified
and knowledgeable in the areas you are seeking advice.
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Think long term. And, make sure your service provider is capable of doing
the same.
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A seasoned professional may be much more capable of providing creative
solutions and have advanced problem solving abilities. Ask your service
provider how long they have been providing advice? What are their creative
skills? Ask for examples.
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Can this advisor be objective, understand my emotions, but still give me
solid advice?
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Will this advisor tell you what you need to hear or what you want to hear?
A “yes” advisor may not be in your best interest.
The best advisor will likely be reasonably priced, sincere, kind, direct,
trustworthy, and knowledgeable. They will build a relationship with you. Their
credentials may be useful in determining professional qualifications. Ask the
prospective advisor for references. Finally, make sure your service provider
can explain information to you in plain English.
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