Financial Services Anyone?

Stephen came home one day from work telling me he wanted us to meet with the financial adviser who had come to talk to the employees at his work. My first reaction was a sarcastic "Oh great," and then I rolled my eyes. I hate bringing "salesmen" into our house and having to sit through their sales pitch about why we need to buy this and that. But, I agreed to have him come because I wasn't happy with our life insurance policies and I wanted to know if this guy could help us find better ones.

We have since met and worked with our financial adviser Jay Wells and have been very pleased with how he has helped us not only get new life insurance policies, with more coverage and at a better rate, but has helped us save with our home and car insurance as well. He told us about simple changes we could make on our insurance policies, which saves us in our premiums. He also introduced us to different kinds of savings accounts and has gotten us in touch with others to help us lower our health insurance costs. We feel really good about these financial changes we have made with his help.

We have been very happy working with Jay, up until he asked us for referrals. I HATE giving names of my friends for others to call and pester. For this very reason I am morally against forwarding chain emails and letters. I HATE to think I am turning in my friends for someone to bother.

But, I have been happy working with this guy and would feel guilty if I didn't produce names for him to contact. So, if you would like to talk with a financial adviser and have him give you good suggestions on how to manage your money, please email me and I will give him your name.


Now, if anyone reading this has a family and does not have life insurance then I INSIST you contact Jay Wells at Cambridge Financial Center. If you are responsible for others, then I think life insurance is TOO important to go without. I would now like to bear my testimony of life insurance:

Life has unexpected changes, and death is one of them. People do die. My father died when I was three leaving my mom a widow with five children, ages nine years to one month old. Though my father left us, thankfully he did not leave us financially troubled. Still in death my father provided for our family. Twenty-seven years later, my mother is still living off of the money from my father's life insurance policy. Of course she invested the money along the way, hence why she is still living off of it. Which is another plug for why having a financial planner is a good (and free) idea.

Again, if you are interested in seeing how this guy can help you let me know. Thanks, Jeana