| Advisor Profile |
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Business Description |
| Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor. We have representatives in this office licensed and registered to offer products and services in [WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L05079557[exp0508] PRODUCTS AND SERVICES • Fixed and Variable Annuities • Charitable Giving Strategies* • Disability Income Insurance • Estate Conservation Strategies* • Education Funding Strategies* • IRA Consolidation/Rollovers • Long-Term Care Insurance • Mortgage Protection (through life insurance and disability income insurance) • Lump Sum Pension Distribution • Medicare Supplement Coverage • Pension Payout Alternatives • Pension Transfer/Rollovers • Mutual Funds • Tax Sheltered Annuities, 403(b) Plans • Term Insurance • Universal Life Insurance • Variable Universal Life Insurance • Whole Life Insurance |
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| Prepared By: |
Eric Kapla |
| Most Recent Update: |
06/26/2008 |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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• Licensed to sell Life & Health Insurance in Wisconsin
• Currently hold the following securities licenses Series 6, 7, 63
• Bachelor’s Degree of Business Admin, with emphasis
in finance and minor in Accounting
Also have my financial planning title |
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| Q. |
What is your approach to financial planning? |
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Welcome!
What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables.
As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.
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| Q. |
What services do you offer? |
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PRODUCTS AND SERVICES
• Fixed and Variable Annuities
• Charitable Giving Strategies*
• Disability Income Insurance
• Estate Conservation Strategies*
• Education Funding Strategies*
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Medicare Supplement Coverage
• Pensio |
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Will you be the only person working with me? |
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We work with a team approach, which includes one planner being the relationship manager, with have an investment specialist, and a Senior Financial Planner to construct all case design. We also have support staff in other key areas to ensure your client needs are met. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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We manage accounts both with high client involement, and accounts where clients rely more on our investment specialist.
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Have you ever been charged with any breaches? |
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Do you provide a free initial consultation? |
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