Jason Tate, Chartered Financial Consultant, Chartered Life Underwriter, Certified Advisor for Senior Living (ChFC, CLU, CASL)
I have learned two major lessons after twenty years in the financial consulting business. One, most people are not winning with their money. Not because they do not have good intentions, but because they do not know how to use the best tools in the industry to reach their financial goals. Second, most ADVISORS are not winning with their money either. Again, not because they have bad intentions, but because through trial and error, they too have to learn the best tools that are available for their clients and how to implement them. With 90% of all advisors leaving the industry after five years, the system is difficult for advisors and clients. The key is working with an individual or firm that understands these "game rules" and can guide the client with a winning financial game plan.
As an advisor-client relationship is very similar to a coach-player relationship, it is my philosophy that a winning team starts with excellent communication and trust. I understand that my clients are the most important part of my firm and I will put the client's interest above mine at all times.
Whether your current goals are to retire with surplus, retire with dignity, make a major purchase, or simply save for your next generation's education, I want to help you make excellent decisions with your money. I will be glad to discuss your financial objectives and put a solid game plan together to help you reach those goals.
I have been in the financial services business for twenty years and have represented many companies. With three professional designations and working under a fee-based investment advisory framework, I can assist you with designing a comprehensive financial plan that is based off experience and with some of the best tools available in the industry. Just like in sports, if you want to be an excellent athlete, you want to work with an experienced coach who has access to superior resources to produce the game-time results that you aspire to reaching.