Some people say you need $250,000, $500,000 to work with them. I say if you have a pulse, I have a strategy for you. It may mean getting you out of debt first, then bring you back in 6 months or a year when you have a cash flow and some other assets to start a retirement plan based upon your goals.
You Ask, We Answer
Answers to Frequently
Asked Questions
What happens at a first visit? What should I bring?
Bring some statements, a profile folder, and we’ll have a consultation that doesn’t cost you anything.
Can I meet with you if I already have an advisor?
If your advisor hasn’t been talking to you about the things mentioned on our website, absolutely. Get a second opinion.
How do I get paid? Is there a charge to meet?
I am a fiduciary. I could charge up to $5,000. I don’t charge anything. When I set up some accounts for you, I get paid. I don’t ever charge you a fee to meet with me.
How often do you meet with clients?
We try to meet once a year, but some of our strategies are on cruise control, and we may go 2, 3 or more years.
What professional designations do you have?
I am an Investment Advisor Representative (IAR) and hold multiple Life Insurance licenses.
Who would benefit from a meeting with you?
If you have a pulse you could benefit. When we meet if I can’t help you, I will tell you.
What is the most successful outcome you have produced for a client?
My clients are average hard working Americans. We help them avoid market losses, eliminate bad debt and increase tax free income.
Problem Solver
The client and their
family come first.
In 1984 Jack started his financial career with A. L. Williams and later became the financial services representative in Dallas, TX branch of PlanMember Securities Corporation. Always looking for ways to help the client, Jack realized that mutual fund managers were limited in the tactical management assistance that they could offer families. He decided to go with First Advisors National, LLC to give the proper help and guidance that many families needed in determining their retirement goals.
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