Financial Advisor3212 South GlenstoneSpringfield, MO 65804Phone: 417.841.4386Email:firstname.lastname@example.org
What can a professional financial advisor offer in today’s economy? Think of Sean as a coach, keeping you focused on the big-picture view of your finances. He begins by helping you assess your current economic standing; savings, investments, insurance, taxes, as well as retirement, education funding and estate strategy. Then Sean aids in defining and prioritizing both your short-and long-term goals. From there, he will present a personal financial plan for consideration; a plan defined by your personal preferences, risk tolerance and investment time horizon.
Once your plan is in place, Sean periodically invites you to review its progress and discuss emerging economic conditions to determine if strategic adjustments are needed to keep you on track to a life of financial independence.
Sean received his Bachelor Degree in Business Administration from the College of the Ozarks. Originally from El Dorado, Arkansas, he moved to the Springfield area in 1990. Having spent nine years as an executive with the Boy Scouts of America, Sean brings the values he learned as a young Eagle Scout to InvestorServices. He and his wife, Jennifer are the proud parents of two sons. When not working or spending time with his family, Sean is found volunteering with a number of church and youth organizations. He especially enjoys his time outdoors enjoying all that the Ozarks has to offer.
Sean welcomes the opportunity to demonstrate to you the difference a committed and conscientious financial advisor can make in your financial well-being and peace of mind. Call, email or stop by his office to schedule a no-obligation financial review.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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