Mutual Of Omaha / Aspire Financial & Investor Services

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Here's how we can work together. To pursue your goals, it's important to identify priorities, understand your options, and implement a strategy. As we evaluate your current situation and needs, I can help you make good decisions to safeguard your financial future, and that of your family and your business. I will consult closely with you to help address the goals that are most important to you. Through a thorough discussion of your concerns and your situation, we can develop a strategy to help achieve your dreams. And I will be there to assist you as your insurance needs evolve. The Process Whatever your situation and stage in life, I’ll work with you to help identify and meet your insurance and financial needs. Here’s how we can work together: Gathering information – Through this thorough process, we’ll discuss a number of factors that will help evaluate your financial situation and your goals and priorities. Finding solutions – Together we’ll develop a strategy that offers the best solutions to help you attain your goals, such as protecting your family and your lifestyle. Implementing a plan – We’ll agree on a course of action, based on your priorities, and work together to implement your strategy. Ongoing service – I’ll be there when you need me – if you have questions or need to file a claim. And it’s wise to discuss your strategy annually, to be sure you’re still on track to meet your goals.