I help clients retire without taking a pay-cut.
Aaro
n Lehman - what my clients have to say about me.
I help people retire without jeopardizing the lifestyle they have become accustomed to. I accomplish this by explaining concepts to my clients about which product fits their particular situation so they can make educated decisions
An example of why I do what I do was something that happened early in my career. I was meeting with a prospect about life insurance. This gentleman had a wife and a small child. I showed him a $100,000 policy for about $15 a month. He wanted to spend money on his car radio however I was able to convince him to spend the money on the life insurance. 3 years later he died in a car accident. I was able to give his wife and child $100,000 tax free. This made me realize what I do matters.
This also made me realize I needed to do more to help people aside from educating about finance. I have been a board member of Family Promise of Indiana County for 6 years. We help homeless families find stability and then can think about the next steps of their lives. I help the families in the program understand the difference between wants and needs and how to be successful in life especially when it comes to money.
Lets schedule a time to talk. You can make an appointment with me by calling 724-910-9883 or click here to schedule a 15 min appointment with Aaron.