DuckSouth.com

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


Who ya got?

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.

Joel Holden. I will PM you his info. Great guy with a wealth of knowledge.

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

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

EDub, I can give you his number if you like

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

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.

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.