Financial Planner

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edub20
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Financial Planner

Postby edub20 » Wed Jun 24, 2015 3:04 pm

Looking for a CFP in Jackson area to assist with asset management, budget analysis, retirement, etc...


Who ya got?
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kb7722
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Location: Covington LA

Re: Financial Planner

Postby kb7722 » Wed Jun 24, 2015 3:11 pm

Financial Planner aka life insurance salesman? Your buddy Jones can hook you up like he did for me... just get ready to change your phone number.
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matador1
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Re: Financial Planner

Postby matador1 » Thu Jun 25, 2015 8:25 am

Joel Holden. I will PM you his info. Great guy with a wealth of knowledge.
Your resident mortgage loan officer. You've got a friend in the business. http://www.adamblack.net
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matador1
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Re: Financial Planner

Postby matador1 » Thu Jun 25, 2015 8:26 am

edub20 wrote:Looking for a CFP in Jackson area to assist with asset management, budget analysis, retirement, etc...


Who ya got?

Joel Holden
Sound Financial Strategies Group
(601) 856-3825
Your resident mortgage loan officer. You've got a friend in the business. http://www.adamblack.net
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Rowdy53103
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Re: Financial Planner

Postby Rowdy53103 » Thu Jun 25, 2015 9:01 am

kb7722 wrote:Financial Planner aka life insurance salesman? Your buddy Jones can hook you up like he did for me... just get ready to change your phone number.
Haha. I was only interested in investing in addition to my 401k. We agreed that I was single at the time and didn't need life insurance. Dude goes away to work up a plan and comes back with their blah-blah plan...aka whole life :roll:

EDub, I can give you his number if you like
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edub20
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Location: Brandon, MS

Re: Financial Planner

Postby edub20 » Thu Jun 25, 2015 9:28 am

Rowdy53103 wrote:
kb7722 wrote:Financial Planner aka life insurance salesman? Your buddy Jones can hook you up like he did for me... just get ready to change your phone number.
Haha. I was only interested in investing in addition to my 401k. We agreed that I was single at the time and didn't need life insurance. Dude goes away to work up a plan and comes back with their blah-blah plan...aka whole life :roll:

EDub, I can give you his number if you like
Nah, I'm good on the life insurance.


deltaduckman doesn't bother me and took care of that a while back, however I prob really should up it some and get a lower rate since I no longer dip.
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deltadukman
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Location: Crunksippi

Re: Financial Planner

Postby deltadukman » Thu Jun 25, 2015 10:24 am

Yes you should. Holla at me. I try not to be "that insurance agent". Except to one member of this board who has CRS real bad and wont let himself help himself. However, he shall remain nameless until he trys to call me out...and he will.
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