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Ask Travis: How much money do I need to talk to 49?

Q&A

Question:

How much money do I need to have in order to talk to 49 Financial?

Answer:

The fact that that is a question that even needs to be asked is, we believe, a huge issue in this industry. We, as a company, are here to serve people who need help planning for their financial future and one of the joys of having so many advisors committed to the same cause is that we have people who specialize in almost any need. So, don’t hesitate to reach out.

For us, we never want the sole focus of the company to be making an income or a fee. If we are able to have a 30-minute conversation and share some wisdom that helps someone to get out of debt or to put a plan in place that ensures their legacy lives on in protecting their family, then we’ve used our time well. The result that we’re looking for from a meeting is impact, so no matter how we can impact your life or the lives of the people you care about, we’d love to talk to you.