Jay Hitselberger, Cfp®, Mba Email & Phone Number

During my years in the financial industry, my experience has taught me that helping people accomplish goals through trusting relationships is the most important aspect of financial planning.As a Certified Financial Planner, putting client's interests first is important to me because I have seen too many intelligent, hard-working and trusting people being underserved by their advisors, putting their business interests above their client's best interest. I believe being informed of all your options and not being presented with only one piece of the puzzle allows you to make the best decision for your situation.I wanted to help individuals, families and businesses form a trusting relationship and be more efficient because it leads not only to your own success, but allows you to share wealth and knowledge with those around you to help them succeed and prosper as well.We should connect for an efficiency review to determine if your finances could be doing more for you. On this efficiency review call we will help you think through these things:1. What simple changes today could make my financial situation more efficient?2. What path am I on?3. What path would I like to be on?4. What can I do to close this gap?To answer these we will initially go through a few questions to better understand your situation and allow us to share any efficiencies we see that can be implemented as you see fit.Click the link below to find a time that works best for you!calendly.com/jayhitselberger

Listed skills include Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, and 10 others.