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DE Strategies profile image
D

DE Strategies

DE Strategies Financial Service Strategies We help people diminish the risk of outliving their money so that they can financially sustain a long and happy retirement without altering their lifestyle. Our approach is educational so each family can make a well-informed decision of what makes the most sense for their family. We have solutions to ease many of the common fears like longevity, tax, and distribution risks associated with retirement. We also offer financial services support for businesses focusing on succession planning, key employee plans, and wealth and legacy protection. We would be honored to serve as your guide to safely learn more about how to secure and protect your hard-earned money.

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What do you love most about your job?

I love to help people learn more about how to financially improve their situation, walking with them from where they are now to where they want to be. I really enjoy guiding clients through the education, evaluation, and decision-making processes to become secure financially. It is a pleasure for me to help individuals protect and preserve their hard-earned money and give them peace of mind for an enjoyable life!!

What inspired you to start your own business?

I was inspired to start my own business after 28 years of working in the airline industry. The instability of the industry, along with significant health issues, inspired me to pursue business ownership in 2014. The opportunity to become a Franchise Broker presented itself. I embraced it with open arms because of my strong desire to help others safely find control, freedom, and wealth that business ownership can provide.

After years of helping others become business owners, I've realized a desperate need for financial services, not only to protect and preserve the wealth of business owners but for individuals as well. I have always had an unusually high interest in taxes, investments, and preparing for retirement.

Clearly, understanding the effects of our choices during our working years and in retirement can be overwhelming to many. Because of my strong desire to help others be successful, I decided to implement financial services into my business, not only to support owners but also to help all families become financially independent. I know from my own experience of diligently preparing and now navigating retirement the peace of mind you will have when you have a strategy in place.

Why should our clients choose you?

I'm not good at sales. I believe education is the key to overcoming fears and having a clear understanding of the many options available so a well-informed decision can be made. My goal is to understand the vision of each person I serve, so I can develop a tailored strategy that will help them achieve their goals. With self-discovery, education, and guidance, I give them the confidence to make a well-educated decision. I will walk with you every step of the way.

Can you provide your services online or remotely? If so, please add details.

Yes. We can guide our clients easily through our educational information via zoom.

What changes have you made to keep your customers safe from Covid-19?

Not applicable. Remote services are offered via Zoom and regular phone calls.

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Reviews

4.96/5.00

based on 2,553 reviews

The average rating for Bark Key Man Insurers is 4.96, based on 2,553 reviews.

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