Growing Fortunes Financial Partners LLC - Why We're Different
The process looks like this:
- We offer a free initial “Get Acquainted” meeting in person or by phone. We ask you to bring a summary of your current financial position to this meeting.
- We will give you an estimate of the expected fee and will not go over that level without talking to you.
- You can choose how much we do for you.
- We will give you a written report of your plan and the steps you need to take to move forward.
- Plan check-ups are available from us when you have significant changes in your goals or financial position, when assumptions have varied greatly from those in your plan, or whenever you want to see how you are doing with your plan. We want to keep your plan working for you.
About The Firm's Founder, Cheryl Krueger
Cheryl Krueger spent over 20 years working in the life insurance industry designing and pricing insurance and annuity products, monitoring insurers’ financial conditions, working in merger and acquisition appraisal situations, implementing asset/liability management processes and reporting, and improving companies’ performance through developing, implementing and monitoring strategic plans. She found that she did her best work developing solutions for complex problems and then explaining those solutions in everyday language.
Cheryl obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2010. Cheryl is also a Fellow of the Society of Actuaries (FSA). This designation is attained through rigorous examinations designed to demonstrate expertise in risk identification and management, with an emphasis on risk issues in the insurance industry. Actuarial training encompasses mathematical topics as well as investment, product and financial knowledge.
If you are looking for a financial planning partner to help you realize a solid life plan, Growing Fortunes Financial Partners, LLC stands ready to help you create the future your deserve. Contact Cheryl Krueger today for your complimentary Get Acquainted conversation. We’ll help you realize prosperity… for life.