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Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams
Manage episode 407187374 series 3558640
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Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric model for legal and financial services.
Jeff and Wade round out the discussion with personal reflections on living with purpose, parenting, and values. Jeff also announces a fun, listener-requested enhancement to future podcast episodes!
Wade Williams has clients across the U.S. He can be reached at (717) 718-5720. Learn more at https://www.raymondjames.com/integrityws/.
What You Need to Know
(03:27) Integrity Wealth Strategies has a broker dealer relationship with Raymond James. In addition to its trading platform, Raymond James also provides compliance support, world-class financial planning software, and other resources for Wade’s clients.
(06:28) Simply put, Wade uses the expertise he’s gained in investment management and other areas to help people meet their goals.
(08:44) Even high-level financial pros (CFOs, CPAs, etc.) have learned to rely on Wade instead of trying to manage their own investments.
(12:12) Don’t hesitate to approach a financial advisor. Wade does not charge a consultation fee. His fees are based on the value of the money managed.
(18:30) Jeff and Wade met because their daughters are friends. In time, the two men became referral partners because they were confident that any referred clients would receive excellent care and service.
(27:27) The two most-downloaded Red Wagon podcasts are the two featuring Jeff’s daughter, DeAnna. As a result, DeAnna will be on the podcast more in 2024. Stay tuned!
About Bellomo & Associates
Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.
Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.
LINKS AND RESOURCES MENTIONEDBellomo & Associates workshops:https://bellomoassociates.com/workshops/
- Life Care Planning
- The Three Secrets of Estate Planning
- Nuts & Bolts of Medicaid
For more information, call us at (717) 845-5390.
Connect with Bellomo & Associates on Social Media
Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/
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LinkedIn:https://www.linkedin.com/in/bellomoandassociates
WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/
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