Signing up with a financial advisor can be intimidating and often is something many don’t do until a crisis occurs and they need financial guidance.
Don’t let it happen to you!
In this episode, Ken Ouellette, CPM® explains how the experience doesn’t have to be scary and why you should do it before a crisis occurs. He explains the experience clients have with Orca Wealth Management after they sign up with the company, and how the company works to ensure your retirement is robust and prosperous.
The client experience after signing up with Orca Wealth Management
How Orca helps their clients build a retirement plan that is secure and actionable for you
How the envision plan works to ensure clients are in a comfortable financial area prior to retirement
What major life events your advisor needs to know about and why
Do you find it difficult to call a financial advisor for the first time when building your financial plan?
You might be missing out on all the value a financial advisor can offer you.
In this episode, Ken Ouellette explains the process of the first initial meetings with him while revealing how his team works hard to help quantify your goals to help you build a successful financial plan.
The process of the first initial call to the office –– a “fit process”
The purpose of the second “root canal” meeting
The valuable documentation to bring when meeting a financial advisor
How he and his team put a plan in place to maximize your benefits
Are you looking for ways to grow, preserve, and transfer your wealth?
Don’t risk a lifetime of work and savings in today’s current financial environment without a clear strategy in place.
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette from Orca Wealth Management.
In this inaugural episode, Ken teaches you the lessons his family never knew about money, income transfer, and preservation. He also talks about his own history, passions, and what fuels him every day to help others not be pained by their money.
How his childhood helped him decide his future in the financial industry
The role of his team members in the office
How he acquires new clients and who is his ideal client
Reasons his financial philosophy is around timing
What his idea of success looks like and why it’s closely related to living our best life
For almost three decades, Ken Ouellette has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ken has dedicated his career to delivering the personalized investment planning services his clients deserve.