Clement N. Email & Phone Number

您好, 我是资深金融顾问Clement。我已经在这个领域工作了十年。我可以为您提供人寿保险和遗嘱规划服务方面的建议。起初，我曾认为购买保险是浪费时间和金钱。然而，当我亲眼目睹我的叔叔离开后，一切都改变了，我亲眼目睹我的阿姨为了我的三个表兄弟姐妹而艰难地支付房贷和保证他们的生活。现在，我坚信保险的重要性，并且在个人意外和健康保险索赔方面表现出色。超过400个家庭与我亲自合作，并且这个数字每天都在增长。我首先了解客户的目标和责任。然后，我们会检查潜在的风险和可用的预算。接下来，我们会选择适当的金融工具，例如保险或基金投资规划。我还可以推荐与遗嘱和信托相关的服务。我真诚希望与您分享我的财务规划方法，以便我们共同为您的财务未来提供保障。Hello, and thank you for visiting. Senior Financial Consultant Clement here. I've been in this field for ten years now. I can provide advice on Life Insurance and Will Planning Services.At first, I believed that arranging for insurance was a waste of time and money. When my own uncle went away, though, everything changed, and I witnessed my auntie battling to pay the mortgage and put food on the table for my three cousins.Now, I firmly believe in insurance, and I excel in personal accident and health insurance claims. More than 400 families personally work with me, and the number grows every single day. I begin by comprehending the objectives and obligations of my clientele. An examination of the potential gaps and the budget at hand will come after this. The appropriate financial tool, such as insurance or fund investment planning, will next be chosen. I can also recommend services that deal with creating wills and trusts.I genuinely hope to share with you my approach to financial planning so that we can work together to secure your financial future.

Listed skills include Life Insurance, Microsoft Excel, Finance, Insurance, and 11 others.

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  Drake University

  Actuarial Science And Finance Double Major