Segment 1 (4:06): We start the show with Brian, Brad, and Alisa from The Stamm Law Firm. First find out how they are the law firm for your entire family- from estate planning, car accidents, and more. Today we hear from Alisa and what people are coming to them for as the new year is coming upon us. Finally, hear how you may be coming to the firm for one thing and you realize there are other aspects you need- like a Power of Attorney for estate planning. The Stamm’s can help with it all! To learn more about everything they can do for you in this new year and beyond, please visit HERE!
Segment 2 (19:34): We then welcome Steve Elwell, CFP and Partner-in-Chief Investment Officer, from Level Financial Advisors. First hear how having a financial road map helpful when you are planning on retiring. Steve shares how having a plan is more efficient for your future. Next Steve shares how their firm focuses on creating relationships. This is not a “one and done” relationship. Finally, hear how they create the game plan for you. To learn more about everything they can do for you, please visit HERE!
Segment 3 (33:32): Our third segment features Joe, Joe, John, and Matt from Andrew’s Estate Service. John and Matt are employees of Andrew’s Estate Service and they are sharing their experience, background, and how they love working here! John and Matt share the details of what their roles are and how they are here to help you and your family! Finally, hear how they handle times of trauma when helping their clients. To learn more about how they can help you, please visit HERE!
Segment 4 (49:01): We wrap up the show with Suzanne Defossess-Gillam from Touching Hearts at Home. First hear how they sponsor our Linda Line! Next hear how you can always call and ask questions, including about wanting to know about their care being non-medical. Suzanne answers a few most commonly asked questions about their services. Finally, hear how they grow with their clients and how clients stay with them for many, many years. To learn more about their services and how they can help you or a family member, please visit HERE!