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3 Myths That Will Prevent You from Hiring Me Immediately

Have you ever been faced with an important financial situation? Perhaps the details were overwhelming and intimidating? Maybe you’ve felt alone and didn’t know where to turn? Have you consulted with friends or family and they just didn’t get what you were going through or they were too busy to offer meaningful advice?

There will be times in your life – I know there have been in mine – where I felt a bit stuck. Thankfully, I’ve been fortunate to have key people who have guided me in the right direction. I think this has been one of the biggest factors of my success. So what is stopping you from finding a money mentor? Here are some of the most common reasons people won’t ask me for help:

1.)   “I don’t have enough money to use a financial advisor.” – I hear this all the time.  People think that just because they aren’t “rich” they don’t need help. I would argue that getting started is the hardest part and is when you typically need the most help! A quality advisor will show you how to get started. They will be there for you when you really need them now and down the road too.

2.)   “I can’t afford a financial advisor.” – Yes, you can! Financial Advisors get a bad rap for being too expensive, hiding their fees, and putting their own interests in front of their clients – mostly because it’s true. You’ll find this is due to that fact that many of them work in an environment that forces them to recreate their paycheck every Monday morning. I don’t work that way and I have a sustainable business that isn’t dependent on me selling a product and earning a commission.  I’ve designed a fee structure that will work for you no matter how much you have to invest or what you make. It’s really simple and I offer several payment options.

Oh, and by the way, we like getting paid in referrals – you’d be amazed how much it means to us when send your friends and family our way!

3.)   “I’ll do it one day, but not today.” – This is the most frustrating one for me because I can’t tell you how many middle-class folks I’ve helped pay off enormous debt or save six-figures in a few short years, bridge the gap between not having enough to having plenty in less than five years, setup life insurance to protect their family only to see them pass away before they ever thought it possible, and the examples go on and on and on.  Today is the day. You aren’t guaranteed tomorrow and baby steps are better than no steps.

If you or someone you know is ready to get started, e-mail me today and let’s start planning your financial future.


Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.  This communication strictly intended for individuals residing in the states of AL, FL, GA, KY, LA, MD, MS, OK, PA, SC, TN, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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