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Business Name:

Contact: Nicole Galloway

Business Address:

 

 

Phone:

Cell: (253) 208-4367

 

Email:


 

By reading this you are already ahead of 90% of Americans who spend more time planning their vacation than they do planning for their financial future. Now is the time to go from thinking about your financial future to action. That is where I can help!

As a Bankers Life & Casualty advisor I help people who are serious about planning for their future. I work with you to come up with appropriate strategies to achieve your goals. Thinking about your dreams is not enough. I want to help you turn those dreams into reality!               

My title is financial advisor, but what my clients have found is that I am an advocate for them and their financial success. As a trusted advocate, I believe each client relationship is a long-term commitment built on a foundation of knowledge, trust, respect and education.            

The financial road can be rough and I can assist you in building a roadmap to your financial future. Here are a few questions you must be able to answer:

 

  • Will I have enough money for retirement?

  • Will I leave debt including a mortgage to my family or will I leave a legacy?

  • Is my portfolio including 401(k) properly diversified and structured to achieve my personal goals and objectives?

  • Will my financial plan deliver a boat, a vacation, a college education or whatever else I am working for?

 

If you can not answer these questions with certainty, as is true with most Americans, let’s work together to find the answers. Give me a call and we’ll get together and chat.         

 

SymbolPriceChange% Chg
DOW34.180.641.91%
$INX1,344.9019.361.46%
Quotes are by IDC Comstock and are delayed 20 minutes.
Fund prices are from Morningstar.