Jeremy J Rivard, Modern Woodmen Of America
About
I often help people see things, see problems, that they didn't realize they had. This can mean an array of things but for example; having proper life insurance protection for their family in case of an untimely death, or as part of there estate planning strategy. Another example would be not having enough lifetime, guaranteed income in retirement. I make sure my clients always have enough income to keep life going for as long as they live. I truly enjoy doing this, and have never had one unhappy client.
I truly enjoy helping my clients navigate all stages of their retirement planning. I help people in their 20s get started, and I help soon to be retirees retire happy. I am not your average advisor, I think beyond the historical norms. Most poeple live a just in case retirement, and hardly spend their money because they fear they will run out. I help you do the opposite, retain your money and generate income you can not outlive. This is key to a happy and successful retirement.
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Working with a new customer and even existing customers is free. I never charge to meet. We go through a discovery process to find out what you really need help with and put the proper plans in place.
What education and/or training do you have that relates to your work?
I carry a life insurance license, and securities licenses 6 and 63. I keep up with all continuing education.
How did you get started in this business?
I had an internship in college with Modern Woodmen as a senior, and when I graduated I went full time. I found it fascinating learning about financial planning and everything that goes with it. I started and never let go.
What types of customers have you worked with?
I am 27 years old, so I work with many folks my age and younger get started with making the right money habits, and start saving for their retirement right away. On the other hand, I work even more with clients approaching retirement, starting retirement, and in retirement. I also help people of all ages efficiently plan for the passing of their estate.
What advice would you give a customer looking to hire a pro in your area of expertise?
The best advice I have for a customer looking to hire a financial rep or advisor is find someone you like, more importantly, who you trust.
What questions should customers think through before talking to pros about their needs?
Questions to think through before we meet are: What are my pain points? What do I really think I need help with? And its okay if you don't know, we figure that out. What are your costs or fees?