Joan Kerr Financial Services

I started in the financial services industy in 2008. While this was the most challenging year in over a decade to start in this business, I can truthfully say my clients saw no loss in the value of their portfolio using the services that I offered. In my office we offer a comprehensive approach to financiall consulting. In other words, we look at each client individually and create plans that are specific to their needs. We never use a cookie cutter aproach. We strategically build your portfolio based on your risk tolerance and time horizonI enjoy the . Our clients enjoy our personal attention and the ability to consult with us in every area that could impact their future finances. Many of our clients are Military, Healthcare, and Government employess. Therefore we stay up to date on the changes that come with being a Government employee. I am in the Evans, Georgia area. I am licensed in Life and Health. I am also Series 65 securities Licensed. I am on Linkedin and I have a Facebook Business page.

I enjoy the personal interaction that we have with our clients. Some become like family while others just prefer the business only approach. I am happy to say that we accomodate both of these areas. Some of my most rewarding times come when I can see turns of events that happen to our clients where our specific help in planning made the difference for them. I believe what I do, hopefully makes a difference and it gives me great pleasure in knowing that I am fufilling my purpose.