Business Spotlight

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What Services or Products does your business provide?

Veteran & Women owned Fiduciary Financial Planning & Financial Advising

What types of advertising are you currently doing and what types of advertising have been most successful for you in the past? (It’s ok if it isn’t IndoorMedia 😊)

IndoorMedia 2 Grocery Stores, Webinars, Social Media, Mailers, and more.

How many employees does the business have? Are there any special employees that have a unique story? Are there any employees who have been with the company a particularly long time?

3 full time and then a shared team of investment managers.

In your own words, please write a paragraph about how the owner or partners got interested in starting this business. Is the owner the first person in their family to own a business? Did they have a career before starting this business? Were there any specific challenges they faced in opening or keeping the business open?

Got out of the Marine Corps from Iraq in 2008. Saw a big need for more truth in the financial industry. Started my own business as a fiduciary to bring the light and truth to financial options.

Tell a story about a great customer experience.

We have several stories to share. One example, a couple said there advisor told them they would have to work until age 65 and then could only spend so much money every year to live on. After going through our process, we were able to help them retire at age 60. They had more protections, higher guaranteed income, and more options for the future. We are able to provide more time with more protections to enjoy life longer and better.

Explain why a customer should consider your business instead of going to a competitor.

If someone is looking for a true independent fiduciary with a virtual firm (phone and video calls), then we can provide an exceptional service & experience. If someone wants a physical official or building with a suit and tie, then we are not for you.

What extra services do you offer that people might not know about? For example, restaurants might offer catering and Car Washes might offer shampooing of seats and carpet.

Tax planning, annuities, and life insurance as well.

Business Spotlight

Love Light Flourish

What type of business do you have?

What's your business address?

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