Financial Services
Financial Services
Posted on Jun 24, 2015
Who does your insurance and investment planning?
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Greetings all,
If you've recently terminated from active duty into the civilian work force. It is important to sit down with a financial planner. If you have any questions about life insurance, disability insurance, investments, and any other retirement vehicles, please let me know!
Veterans need to understand and learn what they need and don't need from the financial planning industry.
God Speed!
--Rob Novotny
http://www.robertnovotny.nm.com
If you've recently terminated from active duty into the civilian work force. It is important to sit down with a financial planner. If you have any questions about life insurance, disability insurance, investments, and any other retirement vehicles, please let me know!
Veterans need to understand and learn what they need and don't need from the financial planning industry.
God Speed!
--Rob Novotny
http://www.robertnovotny.nm.com
Financial Services
Retirement
Insurance
Investing
Transition
Edited 9 y ago
Posted 9 y ago
Responses: 7
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Sgt Robert Novotny
Their retention is phenomenal. They have great working relationships with their clients.
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SGT Jeremiah B.
My wife jokes that if we ever get divorced, she's happy that she at least got a USAA membership out of it. We are enormous fans.
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SSG Alan Wardell
Hello,
I have recently completed the transition from the Army after 13 years. While eager to get out i saw many soldiers get out without any real idea how to deal with financial planning and savings along with other needs. I'm excited to be able to help soldiers, even if I'm unable to offer them any of our products. we may just help create a plan for retirement or how you're going to afford you're kids college. If you recently separated or know someone who has send me your number and well talk about it.
Alan Wardell
New York Life
[login to see] .com
I have recently completed the transition from the Army after 13 years. While eager to get out i saw many soldiers get out without any real idea how to deal with financial planning and savings along with other needs. I'm excited to be able to help soldiers, even if I'm unable to offer them any of our products. we may just help create a plan for retirement or how you're going to afford you're kids college. If you recently separated or know someone who has send me your number and well talk about it.
Alan Wardell
New York Life
[login to see] .com
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SFC Christopher Perry
Same here my friend. Advantage, I have not paid a bill or balanced a checkbook in over 20 years. Disadvantage, I have no clue where all the money is and would be in big trouble if she ever realized how much better she could have done.
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Sgt Robert Novotny
Have you had anyone give you a second set of eyes on your plan?
Also, love the city of Columbus. Very nice to visit. I went to a Rangers at Blue Jackets game. Great time!
Also, love the city of Columbus. Very nice to visit. I went to a Rangers at Blue Jackets game. Great time!
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