Financial Life Guides
Guides to help you with Life's Financial Choices
Have you ever wondered if you were making the right financial choices with your money? You're not alone.
It's important to make good choices when deciding what to do with your money. Whether you need help saving, investing, buying or selling a house, or you just want to get great insurance, Financial Life Guides are professionals ready to help you make good financial choices.
Good Investing Guidance
from Advisors You Can Trust.
Are you are a new or seasoned investor? Don't make a simple investment mistake that can damage your financial future.
It's important to connect with a knowledgeable investment advisor. Working with an advisor helps prevent you from making common investment mistakes, and it gives you that critical second opinion to help your investments perform.
Buying or Selling?
Work with a Great Agent.
Whether you are buying or selling real estate, working with a great real estate agent can make you thousands of dollars while a bad agent can cost you thousands.
Great agents care about you and work hard to get you the best deal. Finding the right real estate agent is important when making the biggest purchase of your life.
Great Rates Save You Money
on Your Mortgage.
Finding a house or property to buy is only part of the deal. You still need a mortgage. You found a great deal on your house, but did you get a good deal on your mortgage loan?
If you want to the best deal on your mortgage, you need to work with a mortgage broker who cares about you and knows what they are doing.
Save Money on Your Insurance. Get the Coverage You Need.
Insurance is one of the easiest ways to save money in your spending plan and find more money to help you build wealth.
Insurance is also one of the most misunderstand part of people's finances. Without the right coverage on your car, house, health or life, disaster can strike your family costing you hundreds of thousands of dollars.
Financial Life Guides
Justin Radford, Edward Jones
If you want to build wealth, get ready for retirement, or just ask an investing question, Justin Radford can help you. Justin served in the Air Force as a Lieutenant Colonel. He knows how to serve and lead, and as an Edward Jones financial advisor, he knows investments.
Real Estate Guide
Alan Worthy, Keller Williams
Alan cares about serving people by helping them make the best possible deal on their real estate. Whether buying or selling, Alan's is an agent who will work hard to get the best price for you with a simple and easy experience..
Josh Minton, HQ Insurance
Josh specializes in helping people save money on insurance. Whether it's health, auto, home insurance or something else, Josh has saved his clients thousands of dollars a year on insurance and helped them get better coverage.
Don Merlo, Victorian Finance
Don is a 38 year mortgage loan professional. As the son of a fireman and stay home mom with 5 siblings, Don knows what it means to have a home to grow up in with family. With a heart and passion to help people and families experience the joy of home ownership, Don serves people in getting the right real estate loan for their situation and needs.
Karen Tidwell, CAP Partners
Karen is a seasoned investment advisor with CAP Partners, a Registered Investment Advisor Firm. She focuses on helping her clients understand their investments to make the best choices for their lifestyle and future plans.
Real Estate Guide
Angela Sutherland, Ten Oaks Real Estate
Angela is hard working and personable who serves her clients with the utmost integrity and professionalism. Having been in both the home buyer and seller shoes, her personal experience informs her wide knowledge of real estate and affords her clients peace of mind. View Testimonials
Interested in becoming a Financial Life Guide?
Are you a hard-working, classy financial services professional with a heart to serve, impact and transform the community where you live? Then you may be a fit for the Financial Life Guides program. We're looking for high quality professionals who care about the people they serve and want to help give people a better financial future.
Sadly, 78% of people are living paycheck to paycheck, and they need help getting their finances on track. We believe that by partnering together to educate people financially and serve them with kind, caring and qualified financial services providers, we can transform our communities. We know we can't do it all alone. We need you.
To learn more about the Financial Life Guide program, email firstname.lastname@example.org.