Billy Jarrell Email & Phone Number

WHAT I DO: I help people achieve financial independence by creating a plan that will weather any market and last a lifetime while making sure their family and assets are currently protectedWHO I WORK WITH:• Individuals & Families (regardless of their income and asset size)• Business Owners (any size business)WHY IT WORKS: When you partner with us, you get the most efficient, effective, and affordable financial planning services and products available today.WHAT MAKES ME DIFFERENT: Basically we have the largest “tool box” in the industry. With over 200 different financial companies on our platform, we can tailor each plan to fit just about everybody’s needs, regardless of their assets and how much they can contribute. WHAT OTHERS SAY:Bob Lane – Retired “Billy did a helluva job helping me plan my financial future as retirement was just around the corner. The plan was executed as designed and I am now reaping the benefits of his advice.”Dr. Bruce Guillory – Owner of Health Source of Atascocita “Billy is a high quality person with unquestionable integrity and morals. I'd trust him in any business/career path he is in without question.”HOW I DO IT:Step 1: Discovery Meeting (No Charge) – We do a financial Needs Analysis. This is where we find out your goals and plans and what you are currently doing to achieve them.Step 2: Analysis (Free) – This is where we do our homework. Will you be able to achieve your goals on your currently path? If not how can we get you on that path. Can we speed up the process by increasing rate of return? Can we reduce costs? Can we make it safer? Which companies and products will be best suited?Step 3: Recommendations (No Charge) – We get back with you and show you what we found. If it makes sense to you and you are comfortable, we can start to set things up. If not we can go back to the drawing board.Step 4: Review (Always Complimentary) – Usually about once a year, we review everything. Are we still on track. Has anything changed in your life that would warrant a change in the financial plan?READY TO TALK? Reach out to me directly here on LinkedIn, email ✉ me at bwjarrell@gmail.com, or call me direct at ☎713-366-6667

Listed skills include Personal Finance, Budgeting, Cash Flow, Debt Elimination, and 46 others.