Offered by Paul Cucunato
I want to take a moment and pose a question today to get you thinking. When was the last time you had a conversation with your insurance and financial professional about how to achieve your goals and dreams? Have you ever had that conversation? No? Well, maybe it’s time that you did. During a recent Insurance and Financial review with a very good customer, I was told that they have never had a conversation with their previous agent about what their goals and dreams are- much less, how to achieve them. Insurance isn’t just about protecting your stuff, it’s about protecting your entire life.
It all starts with making a prioritized plan and by being realistic with it. Take an example that I often hear- “I need to save for retirement, and I have children that I want to send to college as well. How can I afford to save for both?” Well, I am here to tell you that there are ways to have security for your retirement, and to be able to help fund your children’s education. I like to tell people that my job is to help them find money that they are currently losing unknowingly and unnecessarily. And I can help you with that as well!
Most people underestimate the amount of money that can be saved in a short period of time. And my job is to help you build that nest egg, and to have access to it when you need it. Give me a call today and lets set up a time to talk about what’s important to you, and how I can help you achieve the goals and dreams that you have for yourself and your family. We are right at Bridge and Telluride Streets, in the Telluride Business Park. Stop by, the coffee is always on!
“If you can dream it, you can do it!”
– Walt Disney
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