joins The Housing Hour this week to talk about his passion for serving families. Jeff is an expert in budgeting and brings his knowledge to our studios to help everyone with understanding the fundamentals of budgeting. He repeats his saying, “There’s no right or wrong but what’s right for you!”
Part II Topics Include:
- Saving for the future
- Wealth Accumulation vs Pension/Retirement Income Planning
- Qualified Savings vs Non-Qualified Savings
- Plan Now!!
Part I Topics Include:
- What is a Budget?
- Why do we put it off?
- Making a Budget
- Sticking to it
- Mint App
and so much more!
Join us for Part I Budgeting Fundamentals!
Professionally, Jeff is Series 7 & 66 registered, and licensed to produce life, health and annuity products in Tennessee and Texas. As a Financial Advisor Jeff is devoted to helping individuals and families with personal financial planning, emphasizing retirement income strategies. He also works with many small business owners with personal finances, business financial plans, employee benefits, and succession strategies. He is recognized as a certified estate planner by the National Institute of Certified Estate Planners (NICEP). Additionally, Jeff is a board member and secretary for the National Association of Insurance and Financial Advisors (NAIFA) – Knoxville; and member of both the Blount County and Knoxville Chambers of Commerce. Jeff is a founding member & vice president of a local BNI Chapter and Director/Consultant for BNI Knox. Formerly, Jeff served as a fighter pilot in the U.S. Army for seven years. He is a veteran of Desert Storm and proud member of both the VFW (Veterans of Foreign Wars) and the American Legion.
“As an Investment Advisor Representative (IAR), I am bound to always put your interests first.”
Sit down with Jeff for a short conversation to discuss your dreams, goals and a realistic plan to reach them!!