How I may be able to help.
How I may be able to help.
The Earhart Financial Group offers a wide array of products and services.
No two clients have the same goals or needs. Why should they have the same plan? We make custom financial plans for each one of our clients.
I listen.
First, I try to understand your unique wealth management or retirement goals, and I work backwards from there. What kind of life are you imagining for yourself and your family? What kind of retirement? I want to help make that a reality.
I help you plan.
What kind of life do you deserve? I want to make a plan, based on where you are right now, that helps you find your way to your goals. That could mean plans for accumulation or distribution. Whatever your goal, I’ll be there to help.
I keep an eye on things.
Once your plan is made, i'm not done. I check in periodically to make sure your financial plan is on track. Life brings changes, but if that means your goals or needs change, I’ll help your plan change with you.
Earhart Financial Group • 8720 Goodman Road, Ste A, Olive Branch, MS 38654 • 662.890.0851
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Earhart Financial Group and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19539 - 2019/12/10
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential strategy. For more information, contact the Social Security Administration office, or visit www.ssa.gov.