Elgin Barrett Financial Advisor
As a financial service provider specializing in Investment and Insurance. I provide a one-stop solution for financial services and fulfill the need of clients to obtain financial freedom. I'm ready to show how money works for you. I give six steps to my clients. The six steps are how to become debt-free, how to prepare for emergency funds, how to protect your family, how to reduce your tax, how to build a substantial savings program and how to retire early. By walking you through the six steps of the financial plan. I can obtain a clear understanding of where you are and where you want to be. I am ready and willing to help you meet life’s challenges by updating your financial plan on a regular basis. My target markets are Baby boomers, Generation X, Generation Y and Prime lifers. I specialized in; Investments, Insurance, Tax Planning, Estate Planning, Travel Insurance, Retirement planning and Group Insurance
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8
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
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organic / mo
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Top roles at Elgin Barrett Financial Advisor
4 distinct titles indexed · top 4 shown.
- 2financial advisor
- 1financial planning estate planning insurance broker
- 1financial services
- 1self employed at kabis & associates inc.
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