The Wahlstrom Group, LLC.
About
Since moving to Florida from Ohio in 2011, I have dedicated my extensive financial services capability to helping parents afford college for their children. In the process, I have maintained my life, annuity, and health insurance licensing and discovered the burgeoning senior's market in retirement planning and funding as well as Medicare enrollments. In essence, my specialties bracket the market, serving the very young to the very old! My ability to solve problems makes waking up every morning excited to see who I can help today. It is better than a hol-in-one.
1. Solving problems for needy people. 2. Meeting and getting to know people with diverse backgrounds and needs. 3. Reveling in the results of a plan well received. 4. Intrinsic satisfaction in the response from people who need me.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Initial meeting with parents is fact finding wherein the needs of the prospect are uncovered leading to several other meetings to outline what I do and any recommendations that I may have. Duration can range from 20" to 2'. In the case of Medicare, the process starts with the execution of a Scope of Appointment to discuss relevant programs available for senior citizens and then a second appointment to discuss elements of the Scope of Appointment.